Building Financial Futures in Southern Illinois: Randy & Brendan Lewis

Edward Jones in Downtown Marion: Teaming, Main Street Advice, and the Future of Financial PlanningThis episode of Small Town Big Business, recorded at the Citadel Building in downtown Marion, features Edward Jones financial advisors Randy Lewis and his son Brendan Lewis discussing their Marion-based practice and its growth. Randy, a 19-year Edward Jones advisor, explains the firm’s “Wall Street to Main Street” approach of serving small-town clients based on need rather than net worth. Brendan shares returning from Nashville and Chicago to join the business, bringing a younger perspective and interest in building networks for young professionals locally. They describe the industry’s shift from stock picking to comprehensive advice, including financial planning, fiduciary service, estate and tax considerations, charitable giving, and insurance topics, alongside office expansion to support a three-advisor team and staff. They also address rising demand for advice post-COVID, AI’s role in efficiency, and the importance of long-term client relationships.Recorded at EThOs Small Business Incubator and Co-working Spaces in Marion, Illinois.https://members.ethosmarion.org/ SUBSCRIBE TO THE PODCASTOur guest: https://www.edwardjones.com/us-en/financial-advisor/r-lewis