After witnessing family members sandwiched between planning for the future while caring for aging parents, I developed a passion for helping clients plan well and protect their families. Through our process of regular, proactive contact, I partner with families to prepare for both expected and unexpected life events like a job change, birth of a child or grandchild, death, divorce or health care dependency.
I've been with Edward Jones for over 15 years and am a limited partner. My passion for delivering comprehensive advice led me to achieve my CFP® designation in 2016. My branch team and I work best with successful families and small business owners; particularly those who are approaching retirement, are charitably minded and want to create multi-generational wealth. Our established process includes engaging our client's entire professional team by leveraging specialists in our home office as well as your accountants and attorneys to develop personalized strategies that help them build, protect and transition their wealth.
On a personal note, my wife, Angie, and I met at Rockhurst University in Kansas City and moved back to St. Louis where we grew up to start our family. Angie also works for Edward Jones in the home office and we have two sons, Jack and Max, who are fully engaged in school, sports and music. We all enjoy pets, sports, gardening and music.
Experience the difference of working with a financial advisor who understands your unique story and is committed to partnering with you in a long-term relationship to help you achieve the things that are most important to your family. Contact us to set up an initial meeting to learn more about our process.
My Personal Interests
- Coaching Sports
- Personal Fitness
Phone NumberJose Cavazos at (636) 530-7100
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 04:00PM|
|Sat||By Appointment Only|
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