Bryan Shoemaker
I partner with my clients to help organize, grow and protect their assets.
- Role
- Financial Advisor at Edward Jones
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Bryan Shoemaker
Bryan is a Financial Advisor with expertise in working with Executives & Individuals, with a strong focus on helping them transform their financial future and achieve their personal-financial goals with his unique approach tailored towards the career journey of Executives & Individuals. His expertise lies in helping individuals identify their primary risks in retirement and structuring a process to help them avoid market downturns while protecting their life savings. Are you an Executive or Professional working hard to climb up the corporate ladder to achieve your personal income and retirement goals? Chances are you are busy fighting fires and dealing with new challenges that come with a corporate management position. Most executives and professionals spend long hours helping their company and projects become successful, but lose sight of their personal financial freedom goals. As a result, they unintentionally end up working more years than they planned to before retirement. Have you thought about the following: If you lost your job today (executives have the highest churn), how much in savings do you have and how does this impact your retirement plan? Do you know if your company supports flexible investing which is becoming more popular in many company-sponsored retirement plans today? Have you recently assessed your portfolio to see how would it perform if we were to face another market downturn such as the one from 2008? Do you know when you can retire or how much money you would need to retire comfortably to maintain the lifestyle you aspire to? These are some of the many questions that I can help you solve. Avoid this: “Being a Top Performer, making high income, but still retiring late due to lack of proper financial planning…” If you need help with this, feel free to reach out at b••••••••@edwardjones.com For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Financial Advisor
Aug 2018 — Present
After working in the corporate world for 25 years, I decided to help people focus on what\'s important to them. Whether their goals are retirement, saving for a house, or just having financial peace of mind, I receive much enjoyment helping others to develop a financial strategy to meet their dreams. We meet periodically to make sure that as their life changes, their goals are realigned as well. Meeting people and discussing their finances is something I\'ve always enjoyed doing. You will see me attending different business events and charitable activities throughout the Pittsburgh community. I welcome the opportunity to find out about your life\'s situation and how I can possibly help.
Education
Geneva College
Masters of Businesss Admistration, General
2014 — 2017
Indiana University of Pennsylvania
Bachelor of Science, Marketing
1987 — 1991
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