Understanding time is one of the most important commodities. I believe it's important to invest our time in understanding where you are today and how you envision your future. As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors, creating and implementing strategies that work toward these goals. In addition, I welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise.
I have over 15 years of experience in the financial services industry. I earned a bachelor's degree from Fontbonne University in St. Louis, MO with an emphasis in finance. I successfully completed an executive program in financial planning at the University of Georgia in 2015. In addition, I earned my CFP® certification in 2016.
Relationships and service are so very important, and in my view, meeting face-to-face builds strong relationships. There is nothing more important to me than understanding what is important to you. That's why, in our initial meeting, I spend the time asking questions that help me truly understand your needs and goals. This helps you feel more comfortable when making decisions. We then work through an established process to build your personalized strategy, tailored around specific actions needed to help you achieve your financial goals. I'll continue to partner with you and your family, revisiting your goals, to help keep you on track.
Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In the office, my senior branch office administrator, Stephanie Beiter, has over 15 years of service experience at Edward Jones. We are passionate about providing highly personalized service that each family deserves. Our ideal clients are the ones looking to partner together to work toward living the most fulfilled life possible.
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
- Divorce Finances
- Charitable Giving
My Personal Interests
- Personal Fitness
- Health & Nutrition
Phone NumberTodd J Baebler at (314) 275-9915
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