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portrait of Chad Stevens
FINANCIAL ADVISOR

Chad Stevens

AAMS™
7364 E Washington Street, Indianapolis, IN 46219opens in a new window
CallSend Me a Message

About Chad

I get to help people for a living. What can be better than that?

Having the opportunity to serve others and help them achieve their goals is a privilege I don't take for granted. I never knew this would be my profession, but I'm so happy I'm here.

In my previous career, I worked for many years as a video producer - writing, shooting and editing commercials and videos. As much as I enjoyed the technical and creative aspect of my job, what I liked the most was the opportunity to work with great people. I really enjoyed helping clients, building...

Focus Areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • New Investors
  • Insurance & Annuities

Work History

  • Edward JonesSeptember 2018 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Indiana Univ BloomingtonBachelor of Science

Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Movies & Entertainment
  • Music
  • Active Lifestyle

Team Members

  • Janet Potts
    Sr. Branch Office Administrator
  • Michelle Littler
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Phone

(317) 351-1976

Fax

(866) 444-9725

Office Address

7364 E Washington Street
Indianapolis, IN 46219opens in a new window

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