Learn more about our team!

Our local Financial Advisor is available for assistance with all your financial planning and investment needs. Specializing in retirement planning, education funding, legacy planning, insurance and more.  Call to set up a free no-obligation meeting today.

Blake Carlin

Blake Carlin
Financial Advisor

Blake joined the SSB Investment Services in 2021.  Blake may be a familiar face, he worked at State Street Bank as a teller during college before transferring to the University of Central Missouri to complete his degree.  After completing his Bachelor’s of Science in Business Administration with an emphasis in Finance, he worked in St. Louis, MO for UBS Financial Services and King Wealth Management as a Senior Wealth Strategy Associate.  

Originally from LaGrange, MO, he and his wife decided to move back to the area to be closer to family.  Blake is passionate about helping his clients feel comfortable about their future financial goals and works side by side with clients to create a plan to achieve their goals. 

Valerie Wiewel
Office Administrator

Valerie joined SSB Investment Services in 2014 as the Office Administrator. She has almost 40 years of experience in banking and financial services. In addition to her job at SSB Investment Services, Valerie has been an elected member of her local township board for the past ten years.

Securities offered through Securities America, Inc Member FINRA/SIPC. www.finra.org and  www.sipc.org

Advisory services offered through Securities America Advisors, Inc.

State Street Bank and SSB Investment Services are not affiliated with the Securities America companies.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. This communication is strictly intended for individuals residing in the states of AK, AZ, CA, GA, IA, IL, IN, MO, MT, NH, NV, OH, TX. No offers may be made or accepted from any resident outside the specific state(s) referenced.


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