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Edgerly R

Series 63, Series 65

Columbia, MO

Eagle Bluffs Wealth Management LLC

Edgerly Roberts is a financial advisor at Eagle Bluffs Wealth Management LLC in Columbia, MO, with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Simmons Bank and Landmark Bank. Eagle Bluffs Wealth Management LLC is an SEC-registered advisory firm serving individuals, families, trusts, estates, foundations, and businesses with discretionary wealth management, financial planning, and investment management. The firm employs a long-term, value-oriented investment approach combining top-down allocation with bottom-up security selection and manages both individual and institutional retirement-plan portfolios.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Jessica H

CFP®, Series 63, Series 65

Columbia, MO

Eagle Bluffs Wealth Management LLC

Jessica Humble is a CFP® professional with 13 years of industry experience. She has worked at Eagle Bluffs Wealth Management LLC since 2020 and previously spent 12 years at Simmons Bank. Eagle Bluffs Wealth Management LLC is an SEC-registered advisory firm serving individuals, families, trusts, estates, foundations, and businesses with discretionary wealth management, financial planning, and investment management. The firm employs a long-term, value-oriented investment approach and offers both individual portfolio services and institutional retirement-plan fiduciary management.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Nicholas T

CFA®

Columbia, MO

Eagle Bluffs Wealth Management LLC

Nicholas Thurwanger is a CFA® charterholder with six years of industry experience. He has been with Eagle Bluffs Wealth Management LLC since 2019 and previously worked at Landmark Bank from 2011 to 2019. Eagle Bluffs Wealth Management LLC is an SEC-registered advisory firm serving individuals, families, trusts, estates, foundations, and businesses with discretionary wealth management, financial planning, and investment management. The firm employs a long-term, value-oriented investment approach combining top-down allocation and bottom-up security selection, managing approximately $231 million for around 145 clients.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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