As a financial advisor at Edward Jones since 2013, I partner with executives, entrepreneurs and families with complex wealth, legacy and tax needs by organizing and simplifying your financial life. I will work with your CPA, estate attorney and other professionals on your team to develop and execute tax smart strategies, personalized to your needs. When you partner with me, my goal is to understand what's most important to you and to help you achieve your financial goals.
I am proud to say I'm a second-generation Edward Jones associate with my father having served as a partner in our firm for over 20 years. Growing up in St. Louis, I moved to the Chicago area to play football for Lake Forest College where I obtained a bachelor's degree in economics. I have called Chicago my home ever since.
My greatest accomplishment was marrying my wife, Brittney, and starting a growing family of our own. Being one of five children, family continues to be my number one priority and motivation.
My favorite family tradition is putting together jigsaw puzzles. This pastime developed a passion for solving problems through a thoughtful approach, understanding that each piece and detail is as important as the next. Playing football instilled the importance of working as a team through a solutions-based approach. My clients are my teammates and together we use an established process to help get you across that goal line.
The bedrock of my practice is my teammate, Audrey Henderson, who started her career in the industry with American Funds, and has been with Edward Jones since 2008. Audrey has had the unique opportunity of working for multiple branch offices as well as our firm's Home Office. With her tremendous amount of experience, she embodies our firm's culture with her relentless client centric outlook.
We would love the opportunity to put together your puzzle and build out a playbook for the future that makes you and your family feel informed, understood, confident and secure.
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Intergenerational Planning
- Insurance & Annuities
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
- Home Improvement
Phone NumberDonovan Baldridge at (847) 673-6254
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