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.
- Wealth Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
Office Address1525 Bowles Ave Ste B
Fenton, MO 63026 opens in a new window
Phone NumberDale E Roethemeyer at (636) 343-9953
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
|Sat||By Appointment Only|
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