I joined Edward Jones in 1996 as a branch office administrator, became a financial advisor in 2001, and became a limited partner in 2015. To better serve my clients, I earned the AAMS® and CFP® certifications, which required me to pass a series of rigorous exams and agree to comply with the highest standards of ethics and professional responsibility. Originally from Brooklyn, NY, I graduated from Brooklyn College in 1974, moved to Maryland in 1989 and currently live in Edgewater with my dog, cats and birds.
I take the time to get to know my clients on a personal level and provide clear explanations, so they can feel in control, understood and informed. Using an established process, I partner with my clients to create individualized strategies using a variety of appropriate investment vehicles designed to help them reach their personalized goals. Once the strategies are implemented, I maintain regular contact with my clients to keep them on track.
When collaborating with CPAs, attorneys and other trusted professionals, I always maintain utmost confidentiality.
I am proud to serve a wide variety of clients, whose goals range from saving for education expenses to planning and living a successful retirement. I frequently work with multi-generational families to develop strategies of wealth transfer and legacy protection. Many of my clients are also small business owners with whom I use business succession and asset growth.
Outside of my role with Edward Jones, I currently serve as a member of the Greater Severna Park and Arnold Chamber of Commerce and formerly served as Assistant Director of the Annapolis Harley Owners Group. I also served on the Family and Children's Services Advisory Board. In my free time, I enjoy tai chi and motorcycling.
- Retirement Income Strategies
- Retirement Savings Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Wealth Strategies
- Insurance & Annuities
My Personal Interests
- Tai Chi
- Health & Nutrition
Phone NumberKaren B Steppler-Krieg at (410) 544-1191
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