Aubrey Clark, Financial Advisor

Focus Areas

  • New Investors
  • Retirement Savings Strategies
  • Portfolio Reviews
  • College Savings
  • Business Retirement Plans
  • Entrepreneurs & Business Owners

About Aubrey

I grew up in Appleton, WI, and I am proud to have the opportunity to help those in and around my hometown reach their financial goals.

Prior to my career as a financial advisor, I graduated from Lawrence University with a degree in psychology and an emphasis in secondary education. During my time attending Lawrence University, I played on the women's basketball team and ran track. I then lived in Charleston, SC, for four years, where I taught high school social studies.

My psychology degree and experience as a teacher has given me patience and empathy towards others, as well as...

Work History

  • Edward JonesSeptember 2021 to Current
  • Berkeley Co School DistrictAugust 2019 to June 2021

Certifications

  • ABFP™

    Accredited Behavioral Finance Professional™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Lawrence UniversityBachelor of Arts

Personal Interests

  • Basketball
  • Running
  • Traveling
  • Hiking
  • Active Lifestyle

Team Members

  • Christine Giroux
    Sr. Branch Office Administrator
  • Amanda Thurston
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

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