Envisioning retirement is a big step. Before we can begin working toward achieving your financial goals, we must first understand what is important to you. At Edward Jones, we work in partnership with you to create solutions based on your individual needs. Whether your priorities are to educate your children or grandchildren, create a reliable income stream in retirement or protect and transfer wealth, we are committed to helping you achieve your financial goals.
My Edward Jones career began in 2005 in Fenton, MO, and I received my AAMS® (Accredited Asset Management Specialist™) designation* in 2008. Two years later, I was invited to become a limited partner. Prior to Edward Jones, I worked for Emerson Electric for 17 years. I earned a bachelor's degree in business with a finance emphasis from the University of Missouri-St Louis and an MBA from St. Louis University with an emphasis in finance.
My wife, Laurie, and I live in the community and have four children and five grandchildren. Our branch team is committed to providing value, earning your trust and providing you with the highest level of service possible.
*The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
Focus areas
- Wealth Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
Office Information
Office Address
1525 Bowles Ave Ste BFenton, MO 63026 opens in a new window
Phone Number
Dale E Roethemeyer at (636) 343-9953Branch Team
- Michelle Bone
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
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Branch Team
- Michelle Bone
- Sr. Branch Office Administrator
Branch Team
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