Basic Information
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Company
Edward Jones -
Phone
(385) 519-0361 -
Email
stuart.malan@edwardjones.com -
Mobile phone
(801) 678-4063 -
Website
www.edwardjones.com/stuart-malan -
Describe How You Would Like To Be Introduced Via Email
Hi [name],
I'd like to introduce you to Stuart Malan, a financial advisor with Edward Jones who genuinely puts people first. He's great at bringing clarity and calmness to financial decisions and really enjoys taking the weight of "figuring it all out" off his clients' shoulders. Whether someone is starting from scratch, rebuilding after a life change, or managing significant savings, Stuart meets them where they are with honesty and real care. I think you'll enjoy connecting with him. -
What is your "why"? Why do you do what you do?
After 30 years as an Operations VP and COO with manufacturing companies, I had a realization that stopped me in my tracks: despite a strong career and years of saving, my own financial picture wasn't lining up with the retirement I envisioned. I couldn't believe it. How did this happen? As I dug deeper, I realized the advice I'd been getting simply wasn't setting me up for the future I wanted.
That realization hit me hard. If I could end up feeling unprepared after a successful career, how many others were in the same situation? Working hard, doing the "right things", yet still not on track?
That's what brought me to this career. I became a financial advisor to help people avoid that late-stage surprise and instead moved confidently toward the life they want. My goal is to give people honest guidance, real clarity, and a plan that actually fits their future; not someone else's idea of it. I want to lift that weight off their shoulders and make sure they don't just reach the finish line, but reach it prepared.
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Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1. Do you have someone you trust to help you make sense of your financial decisions as life changes?
2. Are you confident your current financial plan will support the retirement lifestyle you want?
3. Would it be helpful to talk with someone who takes a really personal approach to organizing your finances and planning for the future? -
Unique Selling Proposition
Two different ideas here:
1. I help people bring clarity and confidence to their financial lives by putting their needs before my business – every time.
2. I use 30 years of executive leadership experience – and my own financial wakeup call – to guide clients with honest, practical advice that truly supports their future goals. -
About me
I am happily married, have raised a blended family of five children, have one grand son and a grand daughter on the way, and love spending time with my family. I have a history of running successful businesses through my leadership as a COO with several different manufacturing companies, both in the retail and aerospace sectors. I graduated from BYU-Idaho with a business management degree focused in Entrepreneurship. I strive to be a successful influence to my family by being genuine, honest, hard-working, and available. -
Title
Financial Advisor -
Hobbies and interest
My family and I enjoy outdoor hobbies together, such as water sports, snow sports, hiking, and camping. Spending time at the lake is one of the family favorites. I personally enjoy mountain biking and will take advantage of early morning rides to kick off my day.
Contact Information
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City / Town
Clinton -
State
UT -
Zip
84015 -
Country
United States -
Facebook Business Page URL
www.facebook.com/EJAdvisorStuartMalan -
LinkedIn Profile
www.linkedin.com/in/smalan001
Education
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College / University
BYU Idaho -
Graduation Year
2020