Bill Welborn

My Purpose

After a 23-year career at Edward Jones in the St. Louis headquarters, including 10 years as a principal with the firm, I felt it was time to work directly with clients as a financial advisor.

The Clients I Serve

My primary goal is to help families and business owners achieve and protect their financial goals. I try to leverage my training as a CFP® designee, as well as my career experiences in financial services and the Edward Jones Trust Company, to do just that.

How I Partner with My Clients

There's nothing more important to me than understanding what's important to you. Only then, can you and I work through our established process to help you build personalized strategies and the specific actions needed to achieve your goals.

I'll continue to partner with you and your family throughout your life, revisiting your goals and risk tolerance, as well as the strategies we've developed, to help keep you on track toward your goals.

My Senior Branch Office Administrator, Jeanne Dixon, has been with Edward Jones since 2014 and is dedicated to providing you with the highest level of service possible.

Personal Facts

My wife, Linda, and I are passionate supporters of the Saint Louis Arts and Education Council as well as Assistance League of St. Louis. I also served on the board of Easter Seals Midwest.

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.