FORT WAYNE, IN – Howard Bailey Financial is proud to announce that Senior Financial Advisor Reid Braun has earned his Chartered Financial Consultant® (ChFC®) designation — a mark of advanced education in comprehensive financial planning.

The ChFC® designation is awarded after the successful completion of nine courses and subsequent exams, each focused on a different discipline within financial planning, including retirement planning, tax strategies, estate planning, and insurance. Advisors who achieve this designation demonstrate a commitment to continually growing their knowledge to better serve their clients.

“As a financial advisor, I believe that if you’re not constantly working to expand your knowledge and stay ahead of industry changes, you’re falling behind,” said Braun. “Our clients deserve guidance that’s grounded in up-to-date knowledge and forward-thinking strategies. Earning my ChFC® designation is one more way I can continue delivering that value and help clients pursue their goals with more confidence.”

Prior to joining Howard Bailey, Braun developed his career in retirement planning at two financial firms in the Fort Wayne area, preparing him well for his current role as Financial Advisor. He is a graduate of Indiana University with a Bachelor’s degree in Public Affairs and minors in Political Science and Business Administration. Braun is an Investment Adviser Representative and holds life and health insurance licenses.

“We’re incredibly proud of Reid for earning the ChFC® designation,” said Marshal Johnson, Vice President & Senior Financial Advisor at Howard Bailey Financial. “This accomplishment reflects both his dedication to professional growth and his commitment to serving clients with the highest level of experience. We encourage and support every team member who wants to grow, because we know that continued learning leads to better outcomes for the people we serve. We’re excited to see how Reid will use this expanded knowledge to make an even greater impact.”

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.****

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

***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.

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