About
Cliff Laine is Vice President - Investments at Benjamin F. Edwards & Co. in Peoria, IL, where he provides comprehensive financial planning, asset allocation, and portfolio construction services to clients. His responsibilities include advising individuals and business owners on retirement strategies, education planning, trust and estate solutions, and insurance needs, with a special focus on tailoring investment solutions to unique client objectives.
He has over a decade of experience in financial services, having previously served as Assistant Vice President - Investment Services at Alliance Benefit Group of Illinois and as a Financial Advisor at Morgan Stanley. Cliff specializes in wealth management across multiple asset classes, primarily focusing on equities, fixed income, managed portfolios, and retirement plan solutions for individuals, families, and small business owners.
Cliff holds a degree from UCLA Anderson School of Management, has completed the Peoria Area Chamber of Commerce Community Leadership School, and earned his bachelor's degree in Marketing and Biology from Eastern Illinois University. He is recognized for his client-first approach and has contributed to enhanced financial security for clients in Central Illinois through thoughtful investment planning and a consistent focus on trust and integrity.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Benjamin F. Edwards & Co. | Vice President - Investments | Jan 2020 to Present | — |
| Alliance Benefit Group of Illinois, Abg Retirement Plan Services | Assistant Vice President - Investment Services | Jan 2017 to Jan 2020 | — |
| Morgan Stanley | Financial Advisor | Jan 2010 to Jan 2013 | — |
| Bank of Indiana | Assistant Vice President | Jan 2006 to Jan 2010 | — |
Education
UCLA Anderson School of Management
2017 — 2017
Peoria Area Chamber Of Commerce Community Leadership School
2013 — 2014
Eastern Illinois University
Bachelors, Marketing, Biology
2001 — 2006
Skills & Expertise
Others at Benjamin Edwards Inc. (47)
| Name | Role | Location |
|---|---|---|
| Branch Manager, Senior Vice President - Investments | Chandler, AZ , United States | |
A Allen Catalanotto | Senior Vice President-Investments and Branch Manager | Mandeville, LA , United States |
| Senior Vice President- Investments | Middletown, RI , United States | |
A A Paul Olsen | Senior Vice President - Investments, Branch Manager | Madison, WI , United States |
| Chief Investment Officer | St. Louis, MO , United States | |
| Vice President - Investments | Belleville, IL , United States | |
| Senior Vice President – Investments and Branch Manager | Biloxi, MS , United States | |
| Senior Vice President - Investments, Branch Manager | Harrison, AR , United States | |
D Dave Brumme | Vice President Investments and Financial Consultant | Springfield, IL , United States |
| Associate Vice President - Investments | Denver, CO , United States |