I am an experienced financial advisor with over 20 years of helping investors reach their goals. With our established process that we have developed over time, we have the ability to understand what's important in your life, understand your tolerance for risk and help you build a personalized strategy in order to get on track to meet your long-term goals. We also work closely with your CPA, attorney and other professionals in order to make sure that you stay on track toward those goals throughout your life.
I began my Edward Jones career in 2003 as a financial advisor in South County. In 2006, I was invited to be a limited partner.
I attended Drake University and graduated with a bachelor's degree in business administration. In 2006, I earned my Accredited Asset Management Specialist™ (AAMS™) professional designation. The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
I have three grown children and a dog named Jack. During my free time, I enjoy biking, golfing, running, swimming and weekend hikes with Jack. I am also very involved with our church, The Way Church in Columbia, Illinois.
My branch office administrators, Christie Buckley and Connie Pritchett, are dedicated to providing an incredible level of customer service to every family we partner with.
Relationships are key, and in our view, meeting face to face builds strong relationships. We look forward to partnering with you and your family throughout your life in order to keep you on track toward your financial goals.
Focus areas
- Retirement Income Strategies
- Portfolio Reviews
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
Focus Areas
- Retirement Income Strategies
- Portfolio Reviews
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
My Personal Interests
- Cycling
- Golfing
- Health & Nutrition
- Personal Fitness
- Spending Time with Family
Personal Interests
- Cycling
- Golfing
- Health & Nutrition
- Personal Fitness
- Spending Time with Family
Office Information
Office Address
4127 Union RoadSt Louis, MO 63129 opens in a new window
Phone Number
Todd N Harrell at (314) 487-1060Branch Team
- Christie Buckley
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 04:30PM |
Friday | 08:00AM - 04:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 04:30PM |
Friday | 08:00AM - 04:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Branch Team
- Christie Buckley
- Sr. Branch Office Administrator
Branch Team
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