I am truly blessed to love my work! Investments and estate tax planning have intrigued me ever since my parents did their wills and trusts. This interest led me to study accounting, taxation and law. I received my CPA certificate and law degree (juris doctorate) from Oklahoma City University and my bachelor's degree from Oklahoma Christian University. In 1998, I joined Edward Jones and spent five years in our home office as a general partner for retirement plans for businesses.
With our clients, I use an established process that begins by gaining an understanding of what's most important to them. We discuss potential risks such as changes in job, change in marriage, long-term care and protection needs. Since life happens and tax laws change, we meet regularly to stay on track. To provide a comprehensive service, I also collaborate with clients' CPAs and attorneys, always respecting client confidentiality. I am registered in multiple states and can serve clients and families beyond state borders.
I am dedicated to helping a variety of clients organize, build, protect and transfer wealth to create legacies. I am passionate about empowering women facing major life transitions, including widowhood and divorce. I also work with business owners to reduce taxes and manage retirement plans. With my retired clients, we focus on deriving income from their investments, keeping a balanced portfolio and reviewing cash flow.
Debra Mooney, our Branch Office Administrator, joined Edward Jones in 1993. Our clients appreciate her quick response time, attention to detail, respectful manner and personalized approach.
I live in Kirkwood, MO with my husband, Eric, our four children and our tiny Yorkie, Max. In my "free" time, I enjoy volunteering for Kirkwood Middle PTO and Greentree Community church, cooking, gardening, home projects and traveling with my family.
If you would like to have a conversation about your financial goals, please contact me today!
- Insurance & Annuities
- Retirement Income Strategies
- Business Retirement Plans
- Divorce Finances
- Wealth Strategies
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Wine Collecting/Enthusiast
Phone NumberGeri D Cope at (314) 646-8888
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