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Eric S

CFP®, AIF®

New York, NY

Retirable

Eric Schwartz is a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with over seven years of experience supporting clients through retirement planning and broader financial decision-making. His work spans retirement income planning, insurance planning, estate considerations, tax-aware strategies, and comprehensive financial planning. Before joining Retirable, Eric held planning and leadership roles at several financial firms, including Drucker Wealth Management and Mid Atlantic Retirement Planning Specialist. Across these roles, he worked closely with individuals and families to develop and monitor long-term financial strategies, with a particular focus on retirement transitions and ongoing planning needs. Eric earned a bachelor’s degree in Financial Planning and Finance from the University of Delaware. He obtained his CFP® certification and Accredited Investment Fiduciary® (AIF®) designation in 2022, reflecting his commitment to professional standards, fiduciary responsibility, and ongoing education. Eric takes a holistic approach to financial planning, working with clients to understand their goals, concerns, and financial circumstances so they can move forward with clarity and confidence as they plan for the next stage of life.

General retirement planning Retirement income strategy Retirement withdrawal strategies Wealth management Life insurance needs analysis Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

9 advisors near 65708

Out of 400,000+ nationwide

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Molly C

Series 66

Verona, MO

Walker Asset Management, LLC

Molly Crider is a financial advisor at Walker Asset Management, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked at Walker Asset Management since 2016, following a prior role at SignalPoint Asset Management LLC. Walker Asset Management provides investment advisory and financial planning services to individuals, families, and businesses, focusing on globally diversified portfolios using stocks, bonds, mutual funds, and ETFs. The firm manages assets on a discretionary basis and operates a wrap fee program tailored to client needs.

General retirement planning
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Dennis W

Series 63, Series 65

Verona, MO

Walker Asset Management, LLC

Dennis Walker is the principal of Walker Asset Management, LLC in Verona, MO, holding Series 63 and Series 65 licenses with 43 years of industry experience. He founded Walker Asset Management in 2016 after four years at SignalPoint Asset Management LLC. Walker Asset Management provides investment advisory and financial planning services to individuals, families, and businesses. The firm employs a modern portfolio theory approach with globally diversified portfolios and manages approximately $284 million in discretionary assets through a wrap fee program.

General retirement planning
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Kedron B

Series 66

Mt Vernon, MO

Edward Jones

Kedron Blecha is a financial advisor at Edward Jones in Mt Vernon, MO, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Jeramie G

CFP®, Series 63

Aurora, MO

Edward Jones

Jeramie Grosenbacher is a CFP®-certified financial advisor with Edward Jones, based in Aurora, MO, and has 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he manages a purebred Simmental cattle herd. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary strategies, supported by a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Self-Employed
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James H

Series 66

Monett, MO

Edward Jones

James Haston is a financial advisor with Edward Jones in Monett, MO, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Haston also owns and manages a branch office for Edward Jones, dedicating significant time to that role. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

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

Series 66

Aurora, MO

Edward Jones

Scott Young is a financial advisor at Edward Jones in Aurora, MO, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014 and concurrently operates Bootleggers Restaurant and Brewery. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

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

Series 66

Monett, MO

Edward Jones

Madeleine Miller is a financial advisor at Edward Jones in Monett, Missouri, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Missouri Baptist Medical Center for five years. Outside of her advisory role, she manages an Airbnb rental property in St. Louis. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

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

Series 66

Monett, MO

Edward Jones

Nicole Weber is a financial advisor with Edward Jones in Monett, MO, holding a Series 66 designation and over 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she is a partner and owner of Donik LLC, a rental property business in Monett. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

General retirement planning Retirement income strategy General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Brett J

Series 66

Monett, MO

Edward Jones

Brett Jones is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2020. Prior to his advisory role, Brett worked at Jones Farm and was employed by the University of Missouri. He is associated with Sigma Development Company, LLC, a fraternity organization. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement income strategy General retirement planning Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner
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