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Brad Stepp, financial advisor, Edward Jones

IB’s Professional of the Week is the premier way to meet Dane County’s professionals. This week features Brad Stepp, financial advisor, Edward Jones.

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What are the most challenging and rewarding aspects of your job and why?

Establishing trusting, professional relationships with clients so I understand their needs and goals is the cornerstone of what I do. It takes time, effort, and patience. The reward is knowing I am making a tangible difference in my clients’ lives by developing personalized strategies that will allow them to reach their financial goals and protect what they have worked so hard to achieve.

Who do you look up to or admire in business and why?

Warren Buffett, not because he amassed a fortune but for how he amassed his wealth through disciplined investing in quality companies for long-term growth. More importantly, he has remained true to himself, he lives in the same house he bought in 1958 in Omaha, Nebraska, and he has pledged to give 99% of his wealth to charity.

What has been the high point of your career and why?

I ran into one of my first clients a few months ago at a local VFW. He pulled me aside and said, “I sure am glad I invested my money with you.” Coming from this Marine, who is a Vietnam veteran, and me being a retired Army officer, I cannot imagine a higher compliment. I had earned his trust and respect.

Thinking back on your career, what advice would you give your younger self?

Well, in my case, it is careers. I had the privilege and honor to serve my country as an Army soldier, officer, and aviator for over 20 years. Now I have the privilege to serve my clients and make an enormous impact on their lives and futures. I would not change a thing. The opportunities I have been afforded by both careers have been remarkable.


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