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Cliff Laine

Cliff Laine

Vice President - Investments at Benjamin Edwards Inc.

Peoria, IL , United States

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

OrganizationRoleDate RangeDetails
Benjamin F. Edwards & Co.Vice President - InvestmentsJan 2020 to Present
Alliance Benefit Group of Illinois, Abg Retirement Plan ServicesAssistant Vice President - Investment ServicesJan 2017 to Jan 2020
Morgan StanleyFinancial AdvisorJan 2010 to Jan 2013
Bank of IndianaAssistant Vice PresidentJan 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

Wealth Management
Series 7
Retirement Planning
Asset Allocation
Series 63
401k
Customer Service
Finance
Financial Advisory
Financial Planning
Investment Advisory
Investments

Others at Benjamin Edwards Inc. (47)

NameRoleLocation
Adpa Theresa Clemmons
Adpa Theresa Clemmons
Branch Manager, Senior Vice President - InvestmentsChandler, AZ , United States
A
Allen Catalanotto
Senior Vice President-Investments and Branch ManagerMandeville, LA , United States
Anne McCarver
Anne McCarver
Senior Vice President- InvestmentsMiddletown, RI , United States
A
A Paul Olsen
Senior Vice President - Investments, Branch ManagerMadison, WI , United States
Bill Hornbarger
Bill Hornbarger
Chief Investment OfficerSt. Louis, MO , United States
Brent Wilhelm
Brent Wilhelm
Vice President - InvestmentsBelleville, IL , United States
Bridget Weatherly
Bridget Weatherly
Senior Vice President – Investments and Branch ManagerBiloxi, MS , United States
Chris McNew
Chris McNew
Senior Vice President - Investments, Branch ManagerHarrison, AR , United States
D
Dave Brumme
Vice President Investments and Financial ConsultantSpringfield, IL , United States
David Moreno
David Moreno
Associate Vice President - InvestmentsDenver, CO , United States
Showing 1-10 of 47 team members