As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. In working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you decide to retire.
In 2009, I began my Edward Jones career as a financial advisor in Ellisville, MO. In addition to my securities and insurance license, I also received the professional designation, AAMS® (Accredited Asset Management Specialist™). 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.
I attended Missouri State University and graduated cum laude in 2001 with a degree in business administration and a minor in computer information systems.
Prior to joining Edward Jones, I worked at Accenture for seven years as a consulting manager for several financial firms such as AG Edwards, Wachovia, Wells Fargo and Nuveen Investments.
My husband, Travis, and I have three daughters, Alexis, Lillian and Katherine. Travis has worked at Edward Jones in the home office since 2000. We are originally from Jefferson City, MO and now reside in Chesterfield, MO.
Barb Berg is my senior branch office administrator, and she has been assisting clients with Edward Jones for almost 20 years. She has lived in Ellisville, MO for 35 years. Barb is dedicated to providing our clients with the highest level of service possible.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs. Contact us today to get started.
Phone NumberDanielle R Vieth at (636) 207-0616
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