Edward Jones - Financial Advisor: Brian Sandy

Edward Jones - Financial Advisor: Brian Sandy Financial advisor services Creating a financial strategy is not a single event; rather, it is an ongoing process. Member SIPC. I was stationed at Fort Bragg, NC.

I am a financial advisor that focuses on helping clients maximize their retirement savings and achieve other financial goals while managing their day-to-day risks. I use a proven 5-step process to allow my clients to understand where they are in their overall financial picture and how to proceed from here to their desired goals. This is achieved by understanding what is important to the client and

working closely with them to implement the needed actions and monitor progress going forward. I have lived in the Kansas City metro area my entire life, except for the time I spent on active duty with the Army. I worked with the Patriot missile while on active duty and was a combat engineer while in the Army Reserves. I have worked hard to educate myself so that I can provide appropriate and valuable advice to my clients. I believe the importance of my education is to enhance my ability to confidently serve my clients in all aspects of their financial life. We work with our client's CPA and attorney so that all aspects of wealth management are comprehensively executed and adjusted when life circumstances change. Education and Designations:
- Master's degree in personal financial planning from The College for Financial Planning
- Master's degree in entrepreneurial real estate from University of Missouri, Kansas City
- Bachelor’s degree in business finance with a minor in economics from University of Missouri, Kansas City
- CFP®
- ChFC®
- AAMS®
- CRPC®
- CRPS®

The branch office team you'll be working with includes Denise Jensen, Alaina Romero and Vicki Ross. They are a vital piece of our client experience and will be a familiar face to greet you every time you call or come into our office.
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12/20/2021
If it's been a while since the last time you've had someone review your financial strategy, now is a great time to take ...
01/28/2021

If it's been a while since the last time you've had someone review your financial strategy, now is a great time to take action.

Picture day for kindergarten. He is sooo happy to be back with his friends in class.
01/21/2021

Picture day for kindergarten. He is sooo happy to be back with his friends in class.

From my family to yours, Merry Christmas!
12/25/2020

From my family to yours, Merry Christmas!

I hope you are almost ready for Christmas. It is crunch time for Christmas prep! I have to give my wife credit for mos...
12/17/2020

I hope you are almost ready for Christmas. It is crunch time for Christmas prep! I have to give my wife credit for most all of it in my household. 😬 She is the best!

Hope you all stay safe and healthy. From my family to yours.

When is the right time to retire?Do I have enough money to maintain my lifestyle? These are some of the many questions w...
10/19/2020

When is the right time to retire?

Do I have enough money to maintain my lifestyle?

These are some of the many questions we can help answer.

Leaving your job? What aboutyour 401(k)?Essentially, you have fouroptions. You can…1. Leave it with your old employer2. ...
09/14/2020

Leaving your job? What about
your 401(k)?

Essentially, you have four
options. You can…

1. Leave it with your old employer
2. Move it to your new employer
3. Roll it into an IRA
4. Cash out the account

Let’s discuss what option is right
for you.

Remembering those lost on September 11, 2001.
09/11/2020

Remembering those lost on September 11, 2001.

I have four kids and love celebrating milestones with them. My 3rd kiddo started kindergarten yesterday!!! His bravery...
09/09/2020

I have four kids and love celebrating milestones with them. My 3rd kiddo started kindergarten yesterday!!! His bravery and excitement to start school is something this dad loves to see. Future financial advisor??? We will see!

09/03/2020
Is there one particular concern or fear that you have about the rest of your financial life? If so, what are they?www.ed...
08/24/2020

Is there one particular concern or fear that you have about the rest of your financial life? If so, what are they?

www.edwardjones.com/brian-sandy

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Address

200 SE Douglas Street Ste 105
Lees Summit, MO
64063

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4pm

Telephone

+18162725650

Website

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