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Brian W

Series 63, Series 66

Warsaw, IN

Edward Jones

Brian Whiteneck is a financial advisor with Edward Jones in Warsaw, IN, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2001. Whiteneck serves as a finance committee member for Tippcanoe Lake Country Club in Leesburg, IN, where he reviews quarterly and annual reports and provides recommendations to the board. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide spectrum, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management, supported by a large network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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