portrait of Brian D Van Winkle

About Brian

We value personal relationships based on a deep understanding of your unique financial needs. We develop a solutions-based approach tailored to your individual goals to help you become an informed investor and confident in achieving your goals.

Our ideal client is an individual investor or business owner who is serious about creating and implementing a long-term plan to achieve their financial goals through diversified, high-quality investments. Relationships are key, and in our view, meeting face-to-face is ideal. We strive to be accommodating to the challenging needs of our clients' personal and professional lives by offering a variety of services.

Kelly Phillips, the...

Focus Areas

  • Values and Faith Based Investing
  • Retirement Savings Strategies
  • Agribusiness Professionals
  • Farmers and Ranchers

Work History

  • Edward JonesDecember 2008 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™
  • CKA®

    Certified Kingdom Advisor®

Education

  • Ohio State Univ-ColumbusBachelor of Science

Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Sports Enthusiast
  • Archery
  • Reading

Team Members

  • Kelly Phillips
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

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https://www.edwardjones.com/us-en/privacy 

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