I have over 24 years of experience in the industry and with Edward Jones. I hold the Accredited Asset Management Specialist™ (AAMS®) designation from the College for Financial Planning. The College for Financial Planning awards the AAMS® designation 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.
My senior branch office administrator, Grace Stear, has 10 years of experience and is dedicated to providing you with the highest level of service possible.
As your Edward Jones branch team, we believe it’s important to invest our time to understand 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 have lived in St. Louis my entire life and so has my husband, Scott, who is also a financial advisor with Edward Jones. Scott and I have two children, Braden (12) and Brinley (10). I feel that giving back to the community that has given us so much is very important. I am highly involved with the United Way, Arts and Education Council, Kiwanis and Maryville University, as well as many volunteer roles within Edward Jones.
I would like to help to provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
- Wealth Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Divorce Finances
- Employee Stock Options
- Retirement Income Strategies
My Personal Interests
- Spending Time with Family
- Coaching Sports
- Personal Fitness
Office Address12250 Weber Hill Rd Ste 308
St Louis, MO 63127
Phone NumberMelissa Lenz at (314) 842-5270
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