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TJ Cleland
Financial Consultant and Associate Vice President-Investments at Benjamin Edwards Inc.
About
TJ Cleland is a Financial Consultant and Associate Vice President-Investments at Benjamin F. Edwards & Co., based in the firm's Naperville, IL office. In this role, he develops tailored investment plans and delivers comprehensive wealth management solutions to clients, with a focus on personalized financial strategies and long-term relationship building.
Cleland's expertise includes portfolio construction, asset allocation, retirement income planning, and education funding strategies. He works with individuals, families, and business owners, providing advice across a range of asset classes including equities, fixed income, and alternative investments, with a particular emphasis on holistic financial planning and goal-based investing.
Prior to joining Benjamin F. Edwards in 2016, Cleland was a Financial Advisor at Morgan Stanley for eight years, building a strong foundation in client-focused investment advisory services. He holds a degree from Purdue University, and has been recognized for his commitment to integrity and client service in the wealth management field.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Benjamin F. Edwards & Co. | Financial Consultant and Associate Vice President-Investments | Feb 2016 to Present | — |
| Morgan Stanley | Financial Advisor | Jan 2008 to Feb 2016 | — |
Education
Purdue University
1998 — 2002
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 |
 | Vice President - Investments | Peoria, IL , United States |
D Dave Brumme | Vice President Investments and Financial Consultant | Springfield, IL , United States |
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