I have been a financial advisor with Edward Jones since 2008. I have a passion for helping others. Not only do I help my clients achieve their goals, but I've served in numerous leadership roles throughout the greater St. Louis area and within Edward Jones. These opportunities have helped me to develop skills and a philosophy that I use to understand and meet the unique needs of my clients.
I proudly serve a diverse group of clients, though many of my clients are business owners, women in personal and professional transitions and retirees. I help my clients develop a strategy for sustained, long-term financial success.
Using an established process, I'm able to gain an understanding of what's important to my clients. I then use that unique information to tailor personalized strategies that help my clients achieve their financial goals. In order to serve my clients comprehensively, I collaborate with my clients' accountants, attorneys and other trusted professionals to create the optimal solution.
I am passionate about making a positive impact in my clients' lives. I consider my role as a financial advisor a privilege because of the rich and rewarding relationships that I create with my clients. I take my responsibility as a financial advisor to heart, ensuring that my clients receive only sound advice.
Outside of Edward Jones, I hold various roles with United Way of Greater St. Louis and within my church. I'm a frequent spectator of football, baseball and lacrosse games, and enjoy live theater and music performances. Most of all, I relish time spent with family and friends.
Focus areas
- Retirement Savings Strategies
- Business Retirement Plans
- Retirement Income Strategies
- Divorce Finances
- Entrepreneurs & Business Owners
- Insurance & Annuities
Focus Areas
- Retirement Savings Strategies
- Business Retirement Plans
- Retirement Income Strategies
- Divorce Finances
- Entrepreneurs & Business Owners
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Art & Theater
- Community Outreach
- Sports Enthusiast
Personal Interests
- Spending Time with Family
- Art & Theater
- Community Outreach
- Sports Enthusiast
Office Information
Phone Number
Veronica Coleman at (314) 390-0059Branch Team
- Shana Moeller
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
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 - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Friday | 08:00AM - 04:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Connect on Social
Branch Team
- Shana Moeller
- Sr. Branch Office Administrator
Branch Team
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