portrait of Brian L Mong

About Brian

I began working with Edward Jones as a branch intern in 2013 while finishing my degree from Penn State Erie, The Behrend College. Following my graduation, I was offered a position to further my career with Edward Jones with their Financial Advisor Career Development program in St. Louis. I spent eight months honing my skills with the business. I opened my practice in Franklin in 2014, and I've loved helping the community I grew up in ever since.

I married my wife, Rachael, in 2018 and we have one beautiful daughter, Zoey, who was born in 2020, and one incredible...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • New Investors
  • Wealth Strategies

Work History

  • Edward JonesNovember 2013 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Pennsylvania State UniversityBachelor of Science

Personal Interests

  • Coaching Sports
  • Swimming
  • Baseball
  • Football

Team Members

  • Denise Curtis
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:00PM
Tue 08:00AM - 04:30PM
Wed 07:30AM - 04:00PM
Thu 08:00AM - 04:30PM
Fri 07:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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