Eric e Bentley

About Eric e Bentley

As a husband, father and financial advisor, I believe in living life intentionally. In our office, we deliver a tailored service to help our clients define, pursue and achieve what is important to them. We provide peace of mind by organizing and coordinating every aspect of their financial affairs. We grow our practice by serving our clients deeply. Our clients know we genuinely care about them and their loved ones. During the past 21 years, I have developed and refined a process to help clients plan for the expected, prepare for the unexpected, and position their resources for both. Prior to joining Edward Jones in 2012, I worked at Ross, Sinclaire & Associates, LLC and UBS Financial Services Inc. My primary responsibilities were retirement plan development, portfolio analysis and construction, and investor education. While at past firms, I held the roles of wealth management consultant, branch office insurance coordinator and corporate stock benefit consultant. Before my entry into the investment industry, I worked locally as a tax accountant, providing professional advice for both corporate and individual clients. My perspective of life and money was influenced greatly during my time at Asbury University, where I earned a bachelor’s degree in accounting in 2002. Since then, I\'ve obtained my Series 7 and 66, as well as life, health and variable insurance licenses. I currently hold the Chartered Retirement Planning Counselor (CRPC®) designation and I\'m in continuous pursuit of the latest investment management and financial strategies. My passion is to help people improve their quality of life by focusing their ability, time and money. In addition to my effort with family and clients, I am a mentor for new financial advisors and I\'m actively involved in various outreach and nonprofit For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor

   Edward Jones

   Apr 2012 — Present · Georgetown, KY, US

   Provide financial and investment solutions for working investors and those in or approaching retirement.

Education

• Asbury College

  BA

  1998 — 2002

Skills

• Financial Strategies
• Strategic Planning
• Series 7
• Retirement Planning
• Fixed Income
• Risk Management
• Insurance
• Long-Term Care
• Investments
• Finance
• Investment Advisory