As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. The financial world can sometimes seem like a foreign territory. I can work one-on-one with you to help determine the most appropriate financial strategy for you and your family.
I have been in the financial services industry for 18 years. I came to Edward Jones in 2009 because I wanted to help individual investors work toward achieving their financial goals. I do that by getting to know you, understanding your goals and developing individualized strategies to help you reach them.
My branch office administrator, Tammy Friedman, has been with Edward Jones for 17 years and graduated from the University of Missouri - Columbia. Together, we work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please do not hesitate to call her with any questions concerning your statements, dividends, stock certificates or your account in general.
I am a graduate of Valparaiso University and hold my CFP® certification. I received recognition for my dedication and service as a senior client solutions specialist and as a development leader from my peers while working at the firm's headquarters prior to becoming a financial advisor.
I am originally from a southwest suburb of Chicago but have lived in St. Louis for the past 18 years. I am married to my college sweetheart, Jenna, and have two beautiful girls, Layna, age 15, and Claire, age 12. When I'm out of the office, I enjoy spending time with my family, fishing and spending time outside.
At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term goals.
Focus areas
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
Office Information
Phone Number
Karl W Nelson at (636) 530-7100Branch Team
- Tammy Friedman
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:00PM |
Friday | 08:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:00PM |
Friday | 08:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
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Branch Team
- Tammy Friedman
- Sr. Branch Office Administrator
Branch Team
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