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Verna Viola Brand

Advisor at Raymond James Financial — Rolla, MO

Updated today

Credentials

Series 63, Series 65

Experience

24 years

Location

Rolla, MO 65401

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,498

Across 2,990 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Verna Brand is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has served as a Branch Manager and Financial Advisor at Phelps County Bank since 2001 and has been associated with Raymond James Financial and its affiliate firms since 2002. Brand is also involved with the St. James Caring Center. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Rolla, MO

718 North Pine Street

Rolla MO 65401

Advisors at this office

1

Most active in

Missouri · Texas

Work history

24 years of industry experience

St. James Caring Center

2015 - Present • 11 years

St. James, MO

Raymond James Financial

2009 - Present • 17 years

Rolla, MO

Raymond James Financial Services, inc.

2002 - Present • 24 years

Rolla, MO

Phelps County Bank

2001 - Present • 25 years

Rolla, MO

Disclosures

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

Business activities & affiliations

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Mark R

Series 63, Series 65

Rolla, MO

Wealth Enhancement Advisory Services, LLC

Mark Riefer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Wise Wealth, LLC, Bright Portfolios, LLC, Clear Message Management, LLC, Level Paths LLC, and Clear Money Path. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement plan consulting with an investment approach that combines passive and active management guided by quantitative and fundamental research.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)

Lindsey S

ChFC®, Series 66

Rolla, MO

Edward Jones

Lindsey Shockley is a financial advisor with Edward Jones in Rolla, Missouri, holding ChFC® and Series 66 designations and bringing 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she is involved in construction administrative work and is a member of an LLC managing housing rentals. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Charitable giving & philanthropy General retirement planning Wealth management Retired Founder/Business Owner Executive

Gary K

Series 66, Series 63

Rolla, MO

Edward Jones

Gary Klossner is a financial advisor with Edward Jones in Rolla, MO, holding Series 66 and Series 63 licenses and offering 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Klossner co-owns and drives a race car team, which he operates primarily as a hobby. Edward Jones is a wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and investment solutions. The firm is distinguished by its extensive network of advisors and branch offices and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

General retirement planning Retired Founder/Business Owner Executive
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Jacob H

Series 66

Saint James, MO

Edward Jones

Jacob Harlan is a financial advisor with Edward Jones in Saint James, MO, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2022, he worked at C M Archer, Cetera, and Maries County Bank. He serves as a board member of the Power of Hope Equestrian Center, participating in monthly meetings and general volunteering. 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, investment solutions, and affiliated services supported by a nationwide network of financial advisors and branch offices.

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

Matthew W

Series 63, Series 65, Series 66

Rolla, MO

Edward Jones

Matthew Williams is a financial advisor with Edward Jones in Rolla, Missouri, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He worked at U.S. Bancorp Investments, Inc. for 14 years before joining Edward Jones in 2015. In addition to his advisory role, he serves as president of the Rolla Community Development Corporation, a non-profit board overseeing the development of the city industrial park, and is involved in managing family farming operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network and offers additional services such as trust capabilities and securities-based lending.

Charitable giving & philanthropy Retirement income strategy Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner
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Teresa C

Series 63, Series 66

Rolla, MO

Edward Jones

Teresa Crowell is a financial advisor at Edward Jones in Rolla, MO, holding Series 63 and Series 66 credentials with 19 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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