When I became a financial advisor with Edward Jones in March 2014, I looked forward to embracing my best qualities: being analytical, a people person and a caretaker. Coming from being a small business owner in the construction world, I was excited to take on my new role. And now, I am happy to report it was the best career move ever! It is genuinely fulfilling to work with clients who entrust me to help make their financial dreams come true.
I am committed to understanding what is most important to you. By using my established process, I will help you and your family discover, document and reach your long-term goals. Along the way, I'll provide education and financial strategy services. Professional relationship expectations and costs are clearly communicated.
My branch team partner, Ann Pimblott, is a senior branch office administrator who has 10 years' experience with Edward Jones. She is dedicated to partnering with me in providing you with the highest quality service while offering a warm, friendly environment. Ann and I encourage active participation, which is critical to the success of your strategy. We have found many clients are eager to share their positive experience with likeminded family, friends and colleagues. We are actively seeking clients who value the level of service we offer.
If you are considering a change, or are looking for a financial advisor, I invite you to contact our office. Ann would be happy to schedule a time for us to have a conversation to see if we're a good fit.
- Retirement Savings Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Wealth Strategies
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
Office Address8646 Mexico Rd
O Fallon, MO 63366
Phone NumberNatalie A Miller at (636) 978-4023
|Mon||By Appointment Only|
|Tue||By Appointment Only|
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