I have over 10 years of experience in the financial services industry as a financial advisor with Edward Jones. In my ongoing quest to become more knowledgeable, I pursued professional development opportunities not required by the firm. In 2016, I earned my Certified Financial Planner™ (CFP®) designation in order to better serve my clients.
The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
I have a passion for helping my clients achieve their financial goals through the use of personally-tailored strategies. I realize that each client is unique, and I take the time to understand them as individuals. I use a process to help my clients identify their distinctive priorities and what makes them happy, converting those findings into concrete financial goals. I then devise personalized financial strategies that help my clients reach those goals. Once the strategies are in place, I regularly review their progress and counsel my clients on potentially beneficial modifications.
In order to provide an all-encompassing service, I frequently partner with a team of accountants and attorneys. I take pride in providing the highest level of service to my clients. I find it rewarding to be able to positively impact the lives of my clients and, as a result, society as a whole.
Outside of my role with Edward Jones, I enjoy traveling, biking and spending time and making memories with my family and friends, especially my husband and children.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- Charitable Giving
My Personal Interests
- Community Outreach
- Spending Time with Family
Phone NumberTricia Stout at (636) 939-2877
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