As an Edward Jones financial advisor, I am passionate about making a difference in people's lives by helping them feel financially secure throughout their lifetime. I value my personal relationships with my clients and focus on what is most important to them and their unique financial needs, which enables me to develop appropriate strategies to help achieve their goals. My clients' goals range from planning for and thriving in retirement to transferring wealth to families and charities. I also partner with business owners to create succession strategies.
I help my clients by using an established process to build personalized financial strategies that are designed for their specific goals and risk levels. I take the time to get to know my clients and construct measurable objectives tailored to their circumstances. Once the strategy is created, my team and I maintain regular contact with my clients to help keep them on track. In order to provide a comprehensive service to meet my clients' complex needs, I regularly collaborate with my clients' accountants, attorneys and other trusted professionals to address each facet of their financial pictures.
I began my career with Edward Jones in 2008 and earned my CFP® professional designation in 2011. As a team, Heidi, Jennifer and myself are proud to serve a diverse group of clients within the local community, across the state and throughout the country.
Within Edward Jones, I serve as the MN Grassroots Task Force Chair where I advocate for the individual investor on Capitol Hill. I was also a Ted Jones Coach and have held several other leadership positions within the firm. I have been invited to the Edward Jones Women's Conference (top 250 female advisors) and the Financial Advisor Leaders Conference (top 1,200 financial advisors). In my free time, I enjoy spending time with my family and friends, volunteering, working out and being outdoors.
- Retirement Savings Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Intergenerational Planning
- Socially Conscious Investing
My Personal Interests
- Spending Time with Family
- Personal Fitness
Phone NumberStacey L Bartelson at (651) 686-0110
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