As your Edward Jones branch team, we believe it's important to invest our time in understanding what you're working toward before you invest your money. Working closely with you and 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, so you have more options when you retire, regardless of what you decide to do.
I earned an MBA in business administration from Southern Illinois University Edwardsville and BA in economics from Eastern Illinois University. I received the Accredited Asset Management™ professional designation from the College for Financial Planning. The AAMS® designation is awarded 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 have been honored with the Edward Jones Jack Phelan Award, Edward Jones Sr. Founder Award, A. F. McKenzie Award, Partners Award and Regional Leader position. I am a limited partner with Edward Jones. I have served in multiple positions on the regional leadership team and I am a field trainer and a legacy branch.
My wife, Sonia, and I have one daughter and twin sons. I am active in the community and a member of the following organizations: Greater Belleville Chamber of Commerce; St. Clair County East Rotary; Elk's Lodge #664; Belleville Jaycees; and St. Clare Church Business Men's Club.
My senior branch office administrator, Cyndy Robb, has 21 years of experience with Edward Jones and is dedicated to providing you 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.
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- Portfolio Reviews
- Retirement Savings Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Wealth Strategies
- Charitable Giving
My Personal Interests
- Home Improvement
Phone NumberJoe Chappell at (618) 628-1422
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