Today as a financial advisor, I bring my knowledge and experience in investments and financial strategies to partner with you on the necessary steps that can help you reach your long-term financial goals.
I have 25 years of experience within the investment industry, starting my career at Edward Jones as a research analyst. In this role, I studied business, industry and economic conditions in order to make investment recommendations. I provided stocks opinions and communicated recommendations through written research reports, conference calls and broadcasts.
In 2003, I joined the Edward Jones Trust Company as a portfolio manager. In my role as a senior portfolio manager and team leader, I was responsible for investment management of Trust Company client portfolios, endowments and foundations, as well as a leader overseeing portfolio managers.
Before joining Edward Jones, I was employed by McCrory Associates Investment Management in Houston as an investment analyst. My responsibilities included providing fundamental analysis on an array of publicly traded companies held in client portfolios.
I received my bachelor's degree in chemistry and biology and my MBA (IT) from the United Kingdom. I also hold the CFP® and CFA® professional designations.
I am a member of the John Burroughs school board, multiple investment and finance committees and the St. Louis Female Investor Group. In my spare time, I love to read, jog and spend time with my wonderful family.
As an Edward Jones financial advisor, I will work in partnership with you to develop specific strategies to help you achieve your unique financial goals. I welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise.
We look forward to the opportunity to partner with you and provide you the highest level of service in your pursuit of financial well being and independence.
- Retirement Savings Strategies
- College Savings
- Wealth Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Business Retirement Plans
My Personal Interests
Phone NumberAsma Usmani at (314) 966-9903
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