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Elizabeth R

Series 63, Series 66

St Louis, MO

Edward Jones

Elizabeth Rugg is a financial advisor at Edward Jones with 18 years of industry experience. She holds the Series 63 and Series 66 licenses. Prior to joining Edward Jones, she worked at The Horseman Group and National Planning Corporation. Outside of her advisory work, Ms. Rugg is involved in community service through membership in the Kiwanis Club and teaches occasional yoga classes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm has a large nationwide network of advisors and offers discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

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

Series 66

St Louis, MO

Edward Jones

Carrie Gross is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 credential with four years of industry experience. Before joining Edward Jones in 2022, she worked at the Produce for Better Health Foundation for five years and Bartech for one year. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Charitable giving tax strategies Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner LGBTQIA
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