portrait of Brian J Sohovich

About Brian

As a 24-year Edward Jones financial advisor, I believe through careful planning and personalized strategies, everyone may achieve financial freedom. As an Indiana University graduate, I hold a bachelor's degree in accounting and finance. I became a financial advisor because I wanted to work face to face to make a major impact on people's financial lives. I left a career in tax accounting in Chicago and moved to a small town in North Carolina to be near my family.

We are known for helping successful families get clear on what's most important, empowering them to pursue those things, and managing...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Charitable Giving
  • Business Retirement Plans

Work History

  • Edward JonesOctober 2000 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Indiana Univ BloomingtonBachelor of Science

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Personal Fitness
  • Running
  • Outdoor Enthusiast

Team Members

  • Steele Dailey
    Associate Financial Advisor
  • Leanne Barkley
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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