I work to help successful families and business owners who are faced with the challenges and complexities of wealth to live comfortably and leave a meaningful legacy. I strive to offer my clients clear straightforward advice and actionable, trustworthy strategies.
I joined Edward Jones in 2015. I make every effort to keep up with the most current financial strategies and I am a CERTIFIED FINANCIAL PLANNER™ certificant. Prior to my career at Edward Jones, I spent 20 years in marketing and business development roles. This vast experience has helped me to understand business executives and business owners. I earned my B.S. in business administration with an emphasis in marketing from the University of Missouri-Columbia in 1994.
I was born and raised in the KC area. When I was a child, my siblings and I would track our grandmother’s investment portfolio by looking at the business section of the Saturday newspaper. We would update a portfolio tracker and mail her the updated spreadsheets. I remember being amazed at how she would use her assets in retirement, yet most years, her portfolio would still grow. This is what inspired me to become a financial advisor. My grandmother was one-of-a-kind. Just like her, I believe each client is unique.
My passion is making sure that each client achieves their goals. I am detail oriented and take pride in being a good steward. No matter what life brings or big decisions that need to be made, I will use all the financial tools I have to help shape my clients’ lives and bring them appropriate solutions to help them realize their dreams.
I am a resident of Lees Summit. My wife, Lisa, is a Medicare insurance rep. We have two boys. Grant, 20 is a 4th generation Mizzou Tiger. Ryan, 17 is a junior at BS South. Along with our puppy named Charlie, I am a KC and Mizzou sports fan, an avid golfer and a self-professed amateur BBQ smoking hobbyist. I love visiting local lakes and spending time with my family.
Focus areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Portfolio Reviews
- Wealth Strategies
Office Information
Phone Number
Scott M Wall at (816) 272-0460- Diane Fletcher
- Sr. Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Monday | 08:00AM - 04:30PM |
Mon | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Friday | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Monday | 08:00AM - 04:30PM |
Mon | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Friday | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
- Web Conferencing
Additional Hours
- Web Conferencing
- Diane Fletcher
- Sr. Branch Office Administrator
Branch Team
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