Member Monday: Edward Jones Financial Advisor – Brandon Allee

This is a continuing weekly series that highlights members of the Anadarko Chamber of Commerce. You can see last week’s member story by clicking here.

This interview was conducted with Brandon Allee who is a financial advisor with Edward Jones.

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Brandon Allee – Financial Advisor with Edward Jones

How long have you been in business?

I first came to Anadarko in April of 2014, and I have been with Edward Jones since July of 2013. We added a second Edward Jones location in Anadarko because we wanted to give our clients the best possible level of service.

Why did you choose Anadarko?

The opportunity was here geographically to expand our business, and I was able to come into an established office and work with an experienced person like Darrell Cofer who served as a mentor to me.

In your words describe your business:

If someone has a financial goal then we can help you put a plan in place to reach it and track your progress along the way. This type of planning can be done for education, retirement, planning for unexpected or even transferring wealth to the next generation. Anyone can have a financial goal and it does not matter if you make a lot of money or not to start financial planning.

What is your biggest challenge or fear as a business owner?

My biggest challenge would be educating people, particularly younger people, that everyone regardless of income can have a financial goal and that they need to focus on their finances.

What is the most rewarding part about your job?

Being able to interact with people and building relationships. I’ve been here for two years and during that time people become more than clients, they become friends.

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Building Relationships

 

If you had a magic wand to fix anything in your business or the city what would you do?

I would bring manufacturing and good jobs to the community.

Why is it important to join the Anadarko Chamber?

I joined because I need to give back to the community and to be involved with business leaders. Together we can all benefit the community and each other.

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Ask about the Coca-Cola machine!

Anything you would like to share with our audience?

Our doors are open for people to come in and we will talk with anyone who is interested in financial planning. It doesn’t cost anything to walk in the doors, and we can talk about your options. Our office is located at 1503 S. Mission St, Suite 5 in Anadarko. We are open from 8:30 a.m. – 5:00 p.m. or by appointment. You can call our office at 405.247.1120 for more information.

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