Chad Plontz
Financial Advisor- Retirement Planning / Estate Considerations / Bowling Green Ohio and Surrounding areas
- Role
- Financial Advisor at Edward Jones
- Location
- Toledo, OH, US
- LinkedIn followers
- 500 followers
About Chad Plontz
I joined Edward Jones in 2018 as a financial advisor serving Bowling Green, Ohio and the surrounding areas. As a financial advisor with Edward Jones, I believe it is important to know your \"Why\" before you invest your money. With our established process, we will partner with you over time to be intentional about your goals and how we can help you reach them.I am an active member of the community as a Bowling Green Chamber of Commerce investor and a volunteer at the Wood County Committee on Aging Senior Center where I provide a financial seminar series every month.My wife, Nickie, and I live in Whitehouse, Ohio with our 9-year-old daughter, Avrie, our 7-year-old son, Garner, and our Labradoodle, Lily. Our kids keep us busy with sports as they are both active members of Anthony Wayne United Soccer, baseball/softball and FNA flag football. We also enjoy spending time at the Cedar Creek Church Whitehouse Campus where we like to volunteer at Sunday instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Financial Advisor
May 2018 — Present · Whitehouse, OH, US
I want to understand what\'s most important to you. We have an established process to build a tailored strategy to help you reach your goals. I am committed to partnering with you through the years to help stay on track.
Education
Owens Community College
Business Administration and Management
2001 — 2003
Skills
- Portfolio Review
- Negotiation
- Customer Service
- Portfolio Strategies
- Management
- Team Building
- Strategic Planning
- Sales Management
- Marketing
- Automotive
- Customer Satisfaction
- Asset Protection Strategies
- Sales
- Asset Allocation Strategies
- Wealth Preservation Strategies
- 401k Options
- Estate Considerations
- Risk Assessment
- Leadership
- Financial Assessment
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