Duane Schuman

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Garrett, IN 46738

Credentials

Series 66

Industry experience

12 years

Expertise

College savings (529s, UTMA, etc.) General estate planning guidance

Work history

Edward Jones

2014 - Present (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Ryan K

CFP®

Fort Wayne, IN

Arena Wealth Management LLC

Ryan Kay, CFP®, AIF®, launched Arena Wealth Management in 2023 after previously working for an independent wealth management firm. He also previously ran his own branch office for a national broker dealer. He has spent his entire professional career providing and implementing investment recommendations to families and institutions. Ryan graduated from Purdue University’s Daniels School of Business with a Bachelor of Science degree in Management. He currently serves as Chairman of Finance and a member of the Board of Directors for the Purdue Alumni Association and has served as a member of the Purdue University System Retirement Plan Committee. He is a past President of the Purdue Alumni Club of Fort Wayne, recipient of the 2015 Purdue University "Outstanding Young Alumni Award", and in 2021 received the "Alumni Service Award" from the Purdue Alumni Association. He received a Certificate in Financial Planning from Boston University and in 2016 was awarded the CFP® certification from the CFP Board. ​Ryan is a member of Greater Fort Wayne Business Weekly’s Forty Under 40 class of 2017. Ryan is a past Adjunct Lecturer at Purdue University, Fort Wayne (PFW) and previously served as the Treasurer of the Board of Directors for Power House Youth Center. He and his wife reside in Fort Wayne with their daughters.

Business ownership considerations Business exit / sale strategy Business succession planning Founder/Business Owner Intergenerational Families

Sun P

CFP®, Series 63, Series 66

Fort Wayne, IN

Edward Jones

Retirement income strategy General retirement planning General estate planning guidance Multi-generational wealth transfer Wealth management

Ian M

Series 66

Fort Wayne, IN

Merrill

Ian Mccormick is the Senior Resident Director and Wealth Management Advisor at Merrill's Fort Wayne office. He holds a Bachelor's Degree from Indiana University and began his career in financial services in 2011, joining Merrill Lynch Wealth Management in 2019. In 2020, he assumed the leadership role as Resident Director of the Fort Wayne branch, where he serves in both a supervisory capacity as branch manager and as a financial advisor managing client wealth. He holds the Accredited Asset Management Specialist™ designation and the CERTIFIED FINANCIAL PLANNER® certification. His expertise encompasses a comprehensive approach to wealth management that includes investment planning, banking, borrowing and liability management through Bank of America, risk management, and trust and estate planning services. Ian works closely with clients to develop personalized financial strategies aligned with their goals and values. Ian resides in Fort Wayne, Indiana with his wife and two daughters. He is an officer of Sol D Bayless Lodge #359 F.&A.M. and a member of the Rotary Club of Fort Wayne. He is also involved with Plymouth Congregational Church, UCC, and participates actively in community organizations.

Wealth management Social Security optimization General retirement planning Charitable giving & philanthropy Roth conversion strategy Women Professionals Women's Finance LGBTQIA Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

Ryan F

Series 63, Series 66

Leo, IN

Edward Jones

Retirement income strategy Divorce financial planning Wealth management Doctor or Medical Professional

David F

CFP®, Series 66

Auburn, IN

Edward Jones

Retirement income strategy Divorce financial planning

Daniel F

Series 63, Series 65

Fort Wayne, IN

Merrill

Daniel Finley is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 1999, he has built extensive experience in delivering personalized wealth management strategies. His areas of expertise include corporate executive services, divorce transition planning, employee benefits planning, family wealth management strategies, institutional and corporate benefit services, services for endowments, foundations, and non-profits, personal retirement planning, portfolio management, sports and entertainment, and retirement income. Daniel holds a Bachelor's Degree from Indiana University and maintains professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Born and raised in Fort Wayne, Indiana, he is a father of three and emphasizes collaboration with clients to develop financial strategies aimed at achieving long-term goals. He is also a member of the Rotary organization. Outside of work, Daniel enjoys basketball, billiards, cooking, football, golfing, hiking, music, reading, spending time with his family, and watching movies.

Wealth management Retirement income strategy Divorce financial planning Family Business Retirement withdrawal strategies Executive Parents Married/Couples/Partners
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