Emily Mc Elroy

Advisor at Edward Jones — Boonville, MO Boone Villa Dr

Updated today

Credentials

Series 66

Experience

5 years

Location

Boonville, MO 65233

Edward Jones logo

Edward Jones

Institution

Total advisors

24,228

Across 14,129 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Emily Mc Elroy is a financial advisor with Edward Jones in Boonville, MO, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, she worked for Pepsi Beverage Company for ten years. She serves as president nominee of the Rotary International Boonville, MO Chapter, with plans to assume the club presidency in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy Business ownership considerations Business succession planning Retirement income strategy Multi-generational wealth transfer

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Boonville, MO Boone Villa Dr

1951 Boone Villa Dr Suite D

Boonville MO 65233

Advisors at this office

4

Most active in

Missouri

Work history

5 years of industry experience

Edward Jones

2021 - Present • 5 years

St Louis, MO

Unemployed

2020 - 2021 • 1 year

Columbia, MO

Pepsi Beverage Company

2010 - 2020 • 10 years

Columbia, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Eric N

Series 63, Series 66

Rocheport, MO

VOYA Financial Advisors, Inc.

Eric Niswonger is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. Prior to joining VOYA in 2014, he has been associated with Marathon Benefits Group since 2009. He serves as one of three board members of the William and Donna Headrick Pet Foundation, which supports SEMO Pets of Cape Girardeau, MO. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients through a large network of advisers and a diverse product shelf. The firm combines in-house and outside strategists with technology-enabled tools, frequently managing accounts on a non-discretionary basis while also providing some discretionary portfolio management options.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
user avatar

Kale G

Series 66

Boonville, MO

Money Concepts Capital Corp

Kale Gentry is a Series 66-licensed financial advisor with nine years of industry experience, currently serving at Money Concepts Capital Corp since 2017. Prior to this, he worked at Cerner Corp for two years. He is also involved with Peterman Financial Group and owns Gentry Wealth Solutions Inc, both non-investment-related business activities. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a wide range of clients, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs, and integrates third-party managers and technology platforms in its investment approach.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
user avatar

Quin G

Series 66

Boonville, MO

Money Concepts Capital Corp

Quin Gentry is a financial advisor with Money Concepts Capital Corp in Boonville, MO. He holds the Series 66 designation and has approximately one year of industry experience, including prior roles at Gentry Wealth Solutions and Synergy Wealth Solutions. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a broad client base, including individual investors, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets through a network of several hundred advisors, using model-driven and asset-allocation approaches with both discretionary and non-discretionary programs.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
user avatar

William R

Series 63, Series 65

Boonville, MO

Money Concepts Capital Corp

William Rapp is a financial advisor with Money Concepts Capital Corp in Boonville, MO, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Money Concepts since 2018 and previously at Signator Investors, Inc. and Safeco Investment Services, Inc. Rapp is also involved in the sale of health, dental, and group benefits through Naught Naught Agency, a business he has operated since 1998. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm utilizes a variety of managed programs and combines model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
user avatar

Matthew P

Series 63, Series 66

Boonville, MO

Edward Jones

Matthew Peiter is a financial advisor at Edward Jones in Boonville, MO, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Lance R

Series 63, Series 66

Boonville, MO

Edward Jones

Lance Reynolds is a financial advisor with Edward Jones in Boonville, MO, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he owns a cattle farming operation in Clifton Hill, MO. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over four million clients and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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