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Casey C

Series 66

Columbia, MO

Edward Jones

Casey Collier is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. Casey previously worked at Serenity Valley Winery and has been with Edward Jones since 2025. Outside of advisory work, Casey held a position as a waitress at Serenity Valley Winery. 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 solutions, supported by a large network of advisors and branch offices nationwide.

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

Series 63, Series 66

Columbia, MO

Edward Jones

Stephanie Goans is a financial advisor with Edward Jones in Columbia, MO, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked at Edward Jones since 2018 and previously spent four years at Flat Branch Home Loans. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and services under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Divorce financial planning Retired Founder/Business Owner Executive Divorced Intergenerational Families
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Nathan B

CFP®, Series 66

Columbia, MO

Edward Jones

Nathan Brown is a CFP® with 13 years of industry experience and has been with Edward Jones since 2012. He is based in Columbia, MO. 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 and investment strategies, operates under a fiduciary standard, and maintains a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive
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