Cliff Laine has a strong background in the financial industry, with experience in various roles and companies. Cliff currently holds the position of Vice President - Investments at Benjamin F. Edwards & Co., where they began in 2020. Prior to this, they served as Assistant Vice President - Investment Services at ABG Retirement Plan Services from 2013 to 2020. Additionally, they worked as a Financial Advisor at Morgan Stanley Smith Barney from 2010 to 2013 and as an Assistant Vice President at Bank Of Indiana, N.A. from 2006 to 2010.
Cliff Laine obtained a Bachelor's degree in Biology and Marketing from Eastern Illinois University, where they studied from 2001 to 2006. In 2013, they attended the Peoria Area Chamber of Commerce Community Leadership School. Then, in 2017, they obtained a C(k)P Designation from the UCLA Anderson School of Management. In terms of additional certifications, they became a Certified Plan Financial Advisor in 2016 from the National Association of Plan Advisors and acquired the Registered Fiduciary certification from DALBAR, Inc. in the same year. In 2014, they earned the designation of Qualified Plan Financial Consultant from the National Association of Plan Advisors. Earlier, in 2013, they obtained the Accredited Investment Fiduciary certification from Fi360.
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