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Robert M

Series 63, Series 66

Kirkwood, MO

Edward Jones

Robert Masterson is a financial advisor with Edward Jones in Kirkwood, MO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, alongside affiliated mutual funds and trust services, operating under a fiduciary standard.

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

CFP®, Series 66, Series 63

Saint Louis, MO

Edward Jones

Sarah Vehige is a financial advisor at Edward Jones with seven years of industry experience. She holds the CFP® designation and Series 66 and Series 63 licenses. Vehige serves on the board and finance and executive committees of the Miriam School and Learning Center in St. Louis, MO. 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 offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large national network of financial advisors and branch offices.

Divorce financial planning Planning for children with special needs Retired Founder/Business Owner Executive
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Kathleen J

Series 66

Saint Louis, MO

Edward Jones

Kathleen Judge is a financial advisor with Edward Jones in Saint Louis, MO, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2011. 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 across a large network of advisors and branch offices, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Retirement income strategy Wealth management Business ownership considerations Business succession planning Founder/Business Owner Intergenerational Families
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