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Financial Advisors
4449 Easton Way
Suite 300
Columbus, OH 43219
Suite 300
Columbus, OH 43219
tel: 614-473-2401
toll free: 866-273-3726
fax: 614-473-2450
toll free: 866-273-3726
fax: 614-473-2450
Group Details
Brian J. Edwards, CIMA®
Senior Vice President - Wealth Management
Senior Investment Management Consultant
Assistant Branch Manager
Senior Investment Management Consultant
Assistant Branch Manager
tel: 614-473-2401
toll free: 866-273-3726
fax: 614-473-2450
Professional Details
- Investment Industry Experience Since 1989.
- Member of Smith Barney's Chairman's Council and Smith Barney's Premier Advisors Council
- B.A. - Economics, 1985
Kenyon College
Gambier, OH - Certified Investment Management AnalystSM (CIMA)
- Series 3, 7, 8, 63, 65 & Life, Health & Variable Annuity Licenses.
Brian J. Edwards, CIMA® is licensed in the following state(s): AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, ND, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV
Nicole T. Edwards
Financial Advisor
Financial Planning Specialist
Financial Planning Specialist
tel: 614-473-2402
toll free: 866-273-3726
fax: 614-473-2450
Professional Details
- Investment Industry Experience Since 1999.
- BA - English, 1983
University of Tampa
Tampa, FL - MA - English, 1985
Vanderbilt University
Nashville, TN - 1985 - 1998: United Parcel Service - Management
- Series 7, 31, 63, 65 & Life, Health & Variable Annuity License.
Nicole T. Edwards is licensed in the following state(s): AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WI, WV
Pamela H. Van Hoose, CFP®
Second Vice President - Wealth Management
Senior Investment Management Specialist / Financial Advisor
Senior Investment Management Specialist / Financial Advisor
tel: 614-473-2407
toll free: 866-273-3726
fax: 614-473-2450
Professional Details
- Investment Industry Experience since 1987
- BSBA - Finance, 1980
Franklin University
Columbus, OH - ASBA - Management Science, 1980
Franklin University
Columbus, OH - Series 7, 8, 31, 63, 65 & Life, Health & Variable Annuity Licenses
Pamela H. Van Hoose, CFP® is licensed in the following state(s): AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV
Trent R. Baker, CFP®
Second Vice President - Wealth Management
Financial Planning Specialist
Financial Planning Specialist
tel: 614-473-2453
toll free: 866-273-3726
fax: 614-473-2450
Professional Details
- 14 Years Experience in Financial Services Industry
- B.A. - Media Communications, 1983
The Ohio State University - The Ohio State University Presidents Club
Member - Columbus Saves
Board Member - Series 7, 63, 65 & Life, Health & Variable Annuity Licenses
Trent R. Baker, CFP® is licensed in the following state(s): AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, NC, ND, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI, WV
Gina R. Ricks
Vice President - Wealth Management
Financial Advisor
Financial Advisor
tel: 614-473-2404
toll free: 866-273-3726
fax: 614-473-2450
Professional Details
- Investment Industry Experience since 1986
- Executive Finance Service Specialist
- Series 7, 24, 63, 65 Licensed
- Life, Health & Variable Annuity Licensed
Gina R. Ricks is licensed in the following state(s): AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV
Jennifer Knochelmann, CRPS®
Financial Advisor
Financial Planning Associate
Financial Planning Associate
tel: 614-473-2441
toll free: 866-273-3726
fax: 614-473-2450
Professional Details
- BA - Strategic Communications, cum laude
The Ohio State University - Series 7, 31, 63 & 65 Licensed
- CHARTERED RETIREMENT PLANS SPECIALISTSM
- Life, Health & Variable Annuity Licensed
Jennifer Knochelmann, CRPS® is licensed in the following state(s): AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, NC, ND, NJ, NV, NY, OH, PA, SC, SD, TN, TX, VA, WA, WI, WV
Kristy A. Burcham
Registered Associate
tel: 614-473-2403
fax: 614-473-2450
Professional Details
- 1992 - present: Morgan Stanley Smith Barney*
Registered Associate
Columbus, OH - B.S. - Applied Communication, 1997
Franklin University
Columbus, OH - Series 7, 1998
- Series 63, 1999
Mesha Workman
Senior Client Service Associate
tel: 614-473-2422
fax: 614-473-2450
Professional Details
- 2000 - present: Morgan Stanley Smith Barney*
Senior Client Service Associate
Columbus, OH
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
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