As an Edward Jones financial advisor, there is nothing more important to me than understanding what is most important to my clients. Once that is accomplished we can personalize our strategies through an established process to achieve your goals and partner together throughout your life to help make sure we stay on track.
In many ways, Edward Jones and financial advising is in my blood. My father is a retired Edward Jones advisor, and my brother, Josh, is currently an Edward Jones advisor. I was fortunate enough to share an office with my dad for a few years and it was the most rewarding experience of my professional career. Our family helping other families reach their financial goals is something I will always cherish.
I started with Edward Jones in 2010. In 2019, I was invited to become a limited partner with the firm. In additional to helping our clients achieve their financial goals, I am also passionate about mentoring and coaching new(er) financial advisors.
My branch office administrator, Kim Kirk, has been with the firm over 18 years and is dedicated to giving our clients the highest level of service.
When I am not working, I enjoy spending my time with my family and friends, cheering on Mizzou/STL sports teams, reading, traveling and spoiling our dog, Booker.
If you are interested in discussing retirement planning, education saving or simply getting started, please give us a call. I look forward to being of service to you and your family.
Office Address232 Main Street
Festus, MO 63028
Phone NumberColby J Portell at (636) 931-6006
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:00PM|
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More