As an Edward Jones financial advisor, my primary goal is to understand what is important to you. Whether that includes putting your children through college, making sure you’ve saved enough for retirement, leaving something for your heirs or something else, I can help you prioritize your needs and define your goals. Using my established process, we can build a personalized strategy to help you reach those goals.
I began my career at Edward Jones in 2015, working in the operations area at our home office, where I gained a deeper understanding of the financial industry. Wanting to share my knowledge and have an impact on peoples’ lives, I decided to transition to the financial advisor role in 2017. I have been blessed to have the opportunity to work closely with my father-in-law, a veteran financial advisor, for the past two years.
Prior to joining Edward Jones, I worked at The Magic House, St. Louis Children’s Museum for 14 years, where I assumed various roles from education to fundraising. Working my way through college, I earned a bachelor’s of science in business administration from the University of Missouri-St. Louis. I also hold my Series 7 and Series 66 securities registrations and the life and health insurance license for the State of Missouri, as well as in eight other states.
My husband, Joshua, and I have three children whose activities keep us very busy. We enjoy spending our free time at our farm in southern Missouri.
I provide highly personalized service. All aspects of my business are aligned to help better understand and meet clients’ unique goals. I would like to help to provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
Phone NumberBethany L Altis at (636) 594-5521
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