Helping our Clients Achieve Their Financial Goals...
As an Edward Jones financial advisor, I believe we need to understand what’s important to you before we invest your money. Working closely with you, your CPA, your attorney and other professionals, we will use an established process to create customized strategies to help you achieve those goals. Over the years, we will partner together to help you stay on track – whether it’s saving for retirement, planning for income in retirement or preparing for the unexpected.
Prior to joining Edward Jones, I worked at a global organizational consulting firm. I came to Edward Jones in 2009 because I wanted to make a difference in people’s financial lives. Growing up very poor, I know the importance of financial freedom, and I want to share my knowledge with as many people as possible. In addition, Kim Stahl and Shana Baker, my branch team, are here to help with your needs. We work together to help ensure each client feels welcomed and valued.
My practice focuses on comprehensive financial strategies for individuals and families. I have earned the CFP® designation granted by the CFA institute. The advanced certification allows me to help you gain a clear picture of where you are financially, and what steps and plans need to be put in place to help you gain confidence in your financial future. A graduate of Webster University, I hold a Master of Business Administration. I have the Series 7 and Series 66 registrations and my insurance license for the State of Missouri as well as in many other states.
My husband, Curt Bennett, and I have a blended family with three boys: Blake, who is currently serving active duty in the Marines; Austin, who is currently serving active duty in the Navy; and our youngest, Charlie.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
Office Address884 Woods Mill Rd Suite 210
Ballwin, MO 63011
Phone NumberNickie Bennett at (636) 207-1488
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