Howard Bailey Financial is excited to announce the addition of Brady Cleaveland as a Client Relationship Specialist. In this role, Cleaveland will be responsible for building, engaging, and growing relationships with potential clients, while educating them on the firm’s mission, vision, and values.

Cleaveland will work closely with individuals seeking retirement guidance, helping them navigate their financial concerns and goals. By gaining a deep understanding of each client’s needs, Cleaveland will ensure they receive personalized attention, allowing Howard Bailey’s Advisors to offer tailored solutions for their retirement journey.

When asked what drew him to the position, Cleaveland shared, "I have always had an interest in the investing world and heard the best things coming from Howard Bailey. I was truly blessed to get recruited for the position. I have always loved working with clients while mixing tech in at the same time. This position gives me the ability to connect and help people while getting to use breaking-edge tech in order to better reach individuals seeking our services."

Prior to joining Howard Bailey, Cleaveland spent six years honing his customer service skills as a sales consultant and service and detail advisor in the automotive industry. His passion for helping others aligns perfectly with Howard Bailey’s mission of positively impacting the lives of clients, team members, and the community for the next 100 years and beyond. Cleaveland also attended Liberty University in Lynchburg, VA, where he studied Business Management and Digital Advertising.

Steve Salcedo, Chief Marketing Officer at Howard Bailey, expressed his excitement for Cleaveland’s addition to the team. “Brady brings a dynamic energy and a strong service-driven mindset that is crucial to the Client Relationship Specialist role. I’m looking forward to seeing how his drive and ethic transcends into delivering on our mission and goals.”

Regarding the impact he hopes to make in his new role, Cleaveland said, "My focus is on being efficient with information and providing the best resources available to ensure each client gets the highest level of care and service possible."

Howard Bailey Financial is committed to delivering dynamic retirement planning solutions and is thrilled to welcome Cleaveland to its team of dedicated professionals.

Howard Bailey Financial, Inc. was founded in Fort Wayne, IN, as Davenport Financial Services in 2002. The name changed in 2011 as a tribute to the grandfathers of the founder and CEO, Casey Weade. The mission of Howard Bailey is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. In 2017, Howard Bailey opened a second location in Mishawaka, IN, followed by the opening of the Perrysburg, OH, location in 2022. Also in 2022, Howard Bailey acquired Singer Financial in Brownsburg, IN, giving the independent retirement planning firm four locations in the region. Howard Bailey has been voted Best Financial Advisor by Fort Wayne Newspapers Reader’s Choice Awards in 2020, 2021, 2022 and 2023. Howard Bailey Financial became the Official Wealth Management Partner of Notre Dame Athletics in 2023.

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Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Registration as an investment adviser does not imply any level of skill or training. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved.  

University of Notre Dame and University of Notre Dame Athletics (“Notre Dame") are not current clients of Howard Bailey Securities, LLC nor Howard Bailey Financial, Inc. Legends / JMI Rights Holders, on behalf of Notre Dame, was compensated for this Endorsement, as such term is defined under SEC Rule 206(4)-1. For more information, visit howardbailey.com/nddisclosure. 

The rating referenced was given on September 28, 2024, and is based on public vote from July 6-28, 2024; September 30, 2023, and is based on public vote from July 8-30, 2023; September 25, 2022, and is based on public vote from July 10-31, 2022; September 19, 2021, and is based on public vote from July 11 – August 8, 2021; and September 20, 2020, and is based on public vote from July 12 – August 6, 2020. The rating was created, tabulated, and presented by Fort Wayne Newspapers. This award recognizes companies based on popular vote. Howard Bailey Financial did not pay to participate in the rating process but did cover the cost for the award badging to market this recognition. For more details, please visit: www.fortwayne.com/ReadersChoice-faq

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