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Carson M

CFP®, Series 63, Series 66

St Louis, MO

Edward Jones

Carson Mc Carty is a CFP® with four years of industry experience, currently advising with Edward Jones in St. Louis, MO. His prior experience includes roles at Raymond James & Associates Inc. and American Century Investment Services, Inc. Before entering the financial industry, he worked with the Kansas City Chiefs for four years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products.

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

Series 63, Series 66

St Louis, MO

Edward Jones

Douglas Cissell is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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

Series 63, Series 66

St Louis, MO

Edward Jones

Philip Munsterman Jr. is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. 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 affiliated investment products under a fiduciary standard.

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

Series 63, Series 66

St Louis, MO

Edward Jones

Erin Zawalski is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 registrations and seven years of industry experience. Prior to joining Edward Jones, she worked at Commerce Bank and L.J. Hart & Company. 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 nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy Retired Founder/Business Owner Executive Intergenerational Families Widow/Widower
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William H

Series 66

St Louis, MO

Edward Jones

William Holt is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with one year of industry experience. His prior work includes roles outside of finance at Two Men and a Truck and Big Thunder Marine, as well as positions at Westminster Christian Academy and the University of Missouri, Columbia. 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, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary 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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Edward H

CFP®, Series 63, Series 66

St Louis, MO

Edward Jones

Edward Holt is a CFP® with over 32 years of industry experience, currently serving as a financial advisor at Edward Jones since 1992. He is also a member and co-manager of Lone Star Family Farms LLC, a farming business established in 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors.

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

Series 63, Series 66

St Louis, MO

Edward Jones

Andrew Gorgen is a financial advisor at Edward Jones in St. Louis, MO, with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2004. 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, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large network of financial advisors and branch offices.

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