Staton Brady

Client Service Associate Goldberg, Clouse, & Edgell.

Role: Client Services Associate at Goldberg, Clouse & Edgell
Location: Columbus, OH, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

About Staton Brady

I am a results-driven Senior Investment Consultant with extensive experience in…

Experience

Client Services Associate
Goldberg, Clouse & Edgell
Nov 2024 — Present · Columbus, OH, US

Skills

Microsoft Word
Powerpoint
Microsoft Excel
Leadership
Management
Team Building
Time Management
Social Networking
Social Media Marketing
Event Planning
Customer Service
Marketing
Microsoft Office
Sales
Strategic Planning
Training
Social Media
Public Speaking
Coaching

Contact information

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Work email
•••••@gcellc.com
Personal email
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Current company

Goldberg, Clouse & Edgell

Financial Services · 7 employees · Founded 2000 · Ohio, United States

Goldberg Clouse & Edgell was formed in but it traces the roots of its founding firms to 1965. A desire to pool their experiences and expand the scope of services they provided their clientle led Rich, Ric and Nate to form Goldberg, Clouse & Edgell. It is the combination of three firms, each with more the 26 years of client service. We have a wide base of experience ranging from individual insurance and financial planning to Corporate benefits and advanced estate tax issues. We advise clients in 40 states and the District of Columbia. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through WELLth Advisory Services, LLC, dba Strategic Retirement Partners (SRP), an SEC Registered Investment Advisor. WELLth Advisory Services, LLC, Goldberg, Clouse & Edgell and LPL Financial are separate non-affiliated entities. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

gcellc.com

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About Staton Brady

Experience

Client Services Associate

Skills

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