FORT WAYNE, IN - Howard Bailey Financial is thrilled to announce the hiring of Jailyn Anthony as a Client Service Specialist. In this role, Anthony will provide continual communication to clients, manage financial cases, and support the Advisory team by helping ensure the timely preparation of reports and data ahead of client retirement plan reviews.

Anthony brings valuable experience to this position, having worked previously in accounts receivable, accounting, and banking. Over the past two years, she focused on helping individuals navigate budgeting, debt consolidation, credit improvement, and investments, cultivating a passion for making a positive impact in people's lives. This passion aligns seamlessly with Howard Bailey’s mission to positively influence the lives of their clients, team members, and the community for generations to come.

Reflecting on her new role, Anthony shared, "I was looking for a long-term position with endless opportunities for growth, and Howard Bailey is exactly where that happens. I was interested specifically in the Client Service role due to my experience working with clients and because my ultimate goal is to become a Financial Advisor. This role will not only teach me every day processes assisting advisors, but also how we can best assist our clients with various financial products."

Currently pursuing a Bachelor of Science Degree in Finance at Purdue Global, Anthony is deeply committed to expanding her financial expertise and growing alongside the Howard Bailey team.

Rachel Lockwood, Director of Client Service at Howard Bailey Financial, expressed her excitement, stating, "We are thrilled to have Jailyn join our team. Her drive, enthusiasm, and client-centered approach will be a tremendous asset as we continue to focus on providing exceptional service to our clients."

Anthony looks forward to making a meaningful contribution in her new role, stating, "I’ve always loved helping people and working closely with them to achieve a mutual goal. I hope to be a resource to our clients and to my colleagues to help Howard Bailey as a whole become the best that it can be."

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 2024.* Howard Bailey Financial became the Official Wealth Management Partner of Notre Dame Athletics in 2023.**

*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 

**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.  

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. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and search for our firm name. ADV Form 2B is available upon request. Neither the information nor any opinion expressed it so be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice.

©2024 HOWARD BAILEY FINANCIAL, INC.  

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