I am a veteran financial advisor with experience spanning 30+ years. My areas of focus include creating customized financial solutions and legacy planning for high net worth individuals and families. Susan Dwars has recently joined me; she is a Sr. Branch Office Administrator who brings 13 years of financial services industry experience to my branch team.
Together I partner with you to develop strategies to help you achieve your short- and long-term financial goals, while helping you navigate the transitions from early career investing to retirement and beyond. Our holistic approach includes investments, insurance (life, disability, long-term care), social security benefit strategies, legacy planning and charitable gifting.
Our branch team is committed to excellent client service that is highly personalized to understand your unique needs and goals. Working with your CPA and attorney adds critical insight that helps us provide competent and comprehensive advice and guidance.
I am a Certified Financial Planner™* professional and also hold the AAMS® professional designation. These designations add to my industry knowledge with continuing education requirements that help me to work through your complex financial needs.
Born and raised in St. Louis, I now reside in Webster Groves with my wife, Tammy, and our three grown children. An avid St. Louis sports fan, I look forward to seeing St. Louis City SC play some soccer in a couple of years ... and of course ... Go Cardinals!! Let's go Blues!!
* The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
- Wealth Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- College Savings
- Estate & Legacy Strategies
My Personal Interests
- Outdoor Enthusiast
- Sports Enthusiast
Phone NumberJohn J Caruso Jr at (314) 966-0060
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