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Brian J. Edwards, CIMA, CRPS
Senior Vice President
Financial Advisor
Corporate Client Group Director
Professional Alliance Group Director
Financial Advisor
Corporate Client Group Director
Professional Alliance Group Director
tel: (614) 473-2401
toll free: (866) 273-3726
fax: (614) 473-2450
Professional Details
- Investment Industry Experience Since 1989.
- Member of Smith Barney's Chairman's Council and Smith Barney's Premier Advisors Council
- B.A. - Economics, 1985
Kenyon College
Gambier, OH - Certified Investment Management Analyst (CIMA)
- Series 3, 7, 8, 63, 65 & Life, Health & Variable Annuity Licenses.
Brian J. Edwards, CIMA , CRPS
is licensed in the following state(s):
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, ND, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV
Trent R. Baker, CFP, CRPS
Vice President - Wealth Management
Financial Advisor
Financial Planning Specialist
Senior Investment Management Consultant
Financial Advisor
Financial Planning Specialist
Senior Investment Management Consultant
tel: (614) 473-2453
toll free: (866) 273-3726
fax: (614) 473-2450
Professional Details
- 14 Years Experience in Financial Services Industry
- B.A. - Media Communications, 1983
The Ohio State University - The Ohio State University Presidents Club
Member - Columbus Saves
Board Member - Series 7, 63, 65 & Life, Health & Variable Annuity Licenses
Trent R. Baker, CFP , CRPS
is licensed in the following state(s):
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, NC, ND, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI, WV
Nicole T. Edwards
Associate Vice President
Financial Advisor
Financial Planning Specialist
Senior Investment Management Consultant
Financial Advisor
Financial Planning Specialist
Senior Investment Management Consultant
tel: (614) 473-2402
toll free: (866) 273-3726
fax: (614) 473-2450
Professional Details
- Investment Industry Experience Since 1999.
- BA - English, 1983
University of Tampa
Tampa, FL - MA - English, 1985
Vanderbilt University
Nashville, TN - 1985 - 1998: United Parcel Service - Management
- Series 7, 31, 63, 65 & Life, Health & Variable Annuity License.
Nicole T. Edwards
is licensed in the following state(s):
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WI, WV
Andrew D. Schmitmeyer, CRPC
Financial Advisor
tel: (614) 473-2454
toll free: (866) 273-3726
fax: (614) 473-2450
Professional Details
- Financial Services Industry Experience Since 2005
- BS-Business Administration
Specialization in Finance
The Ohio State University - Series 7, 31, 66 & Life, Health & Variable Annuity Licenses
Andrew D. Schmitmeyer, CRPC
holds the following registrations:
Securities Agent: AL, AZ, CA, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV; General Securities Representative; Investment Advisor Representative; Managed Futures;
Securities Agent: AL, AZ, CA, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV; General Securities Representative; Investment Advisor Representative; Managed Futures;
Pamela H. Van Hoose, CFP
Registered Marketing Associate
tel: (614) 473-2407
fax: (614) 473-2450
Professional Details
- Financial Planning Associate
- Investment Industry Experience since 1987
- BSBA - Finance, 1980
Franklin University
Columbus, OH - ASBA - Management Sciene, 1980
Franklin University
Columbus, OH - Series 7, 8, 31, 63, 65 & Life, Health & Variable Annuity Licenses
Kristy A. Burcham
Registered Senior Associate
tel: 614.473.2403
fax: 614.473.2450
Professional Details
- 1992 - present: Morgan Stanley*
Registered Associate
Columbus, OH - B.S. - Applied Communication, 1997
Franklin University
Columbus, OH - Series 7, 1998
- Series 63, 1999
Stacie A. Lyme
Client Service Associate
tel: 614-473-2422
fax: 614-473-2450
Professional Details
- B.S.- Business Administration
Specialization in Finance
The Ohio State University - Honors Cohort Program
Fisher College of Business - Series 7, 2012
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