California Wildfires

Our thoughts are with those impacted by the California wildfires. If your Edward Jones branch is temporarily closed due to impacts from the California wildfires and you need assistance, please call Client Relations at 1-800-441-2357 (Monday – Friday 7 a.m. – 5:30 p.m. CT). Also see: What to do after natural disaster

portrait of Rory E Stelzer
FINANCIAL ADVISOR
Accepting New Clients
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About Rory

I have been a financial advisor with Edward Jones since 2018.

Using an established process, I build personalized financial strategies for my clients that are designed to help them achieve their unique goals. I firmly believe that it is important to invest my time in understanding what my clients are working toward before they invest their money. Collaborating closely with my clients and their CPAs, attorneys and other trusted professionals, I help determine the most appropriate financial strategies for my clients and their families.

I am proud to serve a wide variety of clients in multiple states, whose goals range from growing...

Focus Areas

  • Retirement Savings Strategies
  • Farmers and Ranchers
  • Wealth Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • College Savings

Work History

  • Edward JonesAugust 2017 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Mount Vernon Nazarene CollegeMaster of Business Admin
  • Ohio University-AthensBachelor of Science

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Horseback Riding
  • Outdoor Enthusiast

Team Members

  • Julia Hulboy
    Branch Office Administrator

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Office Information

Hours

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

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