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. 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 can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.
In 1991, I began my Edward Jones career as a financial advisor in Des Peres, MO. I earned a bachelor’s degree in accounting and business administration from Park University in Parkville, MO. In addition, I received the AAMS® professional designation in 2003 and CFP® certification in 2013.
My wife, Kathleen, and I have four children: MaryClare, Audrey, Perry and Fitz. I am involved in bicycling especially for charities like Pedal the Cause. We like to hike also.
My senior branch office administrators, Marlo Proctor and Paula Collins, are dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on them with questions concerning your statement, dividends, stock certificates or your account in general.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.
- Estate & Legacy Strategies
- Wealth Strategies
- Charitable Giving
Phone NumberMichael J Lodes at (314) 968-2425
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