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Daniela P

Series 66

Creve Coeur, MO

Edward Jones

Daniela Petu is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2020. Prior to that, she was employed at Partners Group and the Northwestern University Kellogg School of Management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

General retirement planning Executive Financial Professional Technology Professional Doctor or Medical Professional Educators, Teachers, and Academics
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Jeremy B

CFP®, ChFC®, Series 66

Creve Coeur, MO

Edward Jones

Jeremy Blaine is a financial advisor at Edward Jones with 23 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior work experience includes roles at Northwestern Mutual Wealth Management Company, Kevin Dooley, Northwestern Mutual Investment Services LLC, and Gerard Hempstead. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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Bethany S

Series 63, Series 66

Creve Coeur, MO

Edward Jones

Bethany Schell is a financial advisor with Edward Jones in Creve Coeur, MO, holding Series 63 and Series 66 licenses, and has 20 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Sandra S

Series 63, Series 66

Creve Coeur, MO

Edward Jones

Sandra Sitzes is a financial advisor at Edward Jones with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 1996. Outside of her advisory role, she owns and operates a home-based bakery called Momma Cookies. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of over 23,000 financial advisors nationwide. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Series 66

Creve Coeur, MO

Edward Jones

William Ailey is a financial advisor at Edward Jones in Creve Coeur, MO, holding a Series 66 designation with six years of industry experience. His prior work includes roles at AgReliant Genetics LLC, Beck's Hybrids, and the US Army National Guard. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary investment strategies and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Wealth management Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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Gregory C

CFP®, Series 63

Creve Coeur, MO

Edward Jones

Gregory Corrigan is a CFP®-designated financial advisor with over 22 years of experience, currently serving at Edward Jones since 2003. He is based in Creve Coeur, MO. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, 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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Steven L

Series 66

Creve Coeur, MO

Edward Jones

Steven Leonard is a financial advisor with Edward Jones in Creve Coeur, MO, holding a Series 66 designation and seven years of industry experience. He previously worked at Compass Retirement Group and Coxs and Associates and has had multiple tenures at Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

CFP®, Series 66

Creve Coeur, MO

Edward Jones

Scott Giljum is a financial advisor at Edward Jones with 16 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Sheryl G

Series 66

Creve Coeur, MO

Edward Jones

Sheryl Grone is a financial advisor with Edward Jones in Creve Coeur, MO, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones continuously since 2008. Outside of her financial advisory role, she works as an independent contractor musician in St. Louis, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates with a nationwide network of more than 23,700 financial advisors and maintains affiliated capabilities such as a trust company and securities-based lending options.

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

Series 66

Creve Coeur, MO

Edward Jones

Lance Taylor is a financial advisor with Edward Jones in Creve Coeur, MO, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

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