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Tracy C

Series 66

St. Louis, MO

Edward Jones

Tracy Coble is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering various advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

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

CFP®, Series 66

St. Louis, MO

Edward Jones

James Merenda Jr. is a CFP® and holds a Series 66 license, working with Edward Jones in St. Louis, MO. He has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

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

Series 66

St. Louis, MO

Edward Jones

Erin Marshall is a financial advisor with Edward Jones in Manchester, MO, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2009. 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 and operates with a nationwide network of more than 23,700 financial advisors, offering both 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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Erica H

Series 66

St. Louis, MO

Edward Jones

Erica Hong is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and having 14 years of industry experience. She has been with Edward Jones since 2008. 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 through a nationwide network of more than 23,700 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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Valquennette T

Series 66

St. Louis, MO

Edward Jones

Valquennette Taylor is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she owns an event planning business named Subtle Changes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large national 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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Catherine D

Series 66

St. Louis, MO

Edward Jones

Catherine Dalton is a Series 66-licensed financial advisor at Edward Jones with four years of industry experience. She worked at Washington University in St. Louis for six years prior to joining Edward Jones in 2022. 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, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Mark Austin is a financial advisor with Edward Jones in Saint Charles, MO, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been with Edward Jones since 2014. 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 and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and a proprietary money market fund, operating under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Craig Vandenburg is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, where he has worked since 2007. He has 17 years of industry experience. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide 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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Tammy G

Series 66

St. Louis, MO

Edward Jones

Tammy Gregory is a financial advisor with Edward Jones, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory 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 across the United States.

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

Series 66

St. Louis, MO

Edward Jones

Daniel Dornseif is a financial advisor at Edward Jones with four years of industry experience and holds the Series 66 designation. He has been with Edward D. Jones & Co., L.P. since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

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

Series 66

St. Louis, MO

Edward Jones

Preslee Gass is a financial advisor at Edward Jones in St. Louis, MO, with five years of industry experience. She holds the Series 66 designation and has a background in the cosmetics industry, having worked at Too Faced, The Estee Lauder Companies Inc., Coty, and Tarte Cosmetics before transitioning to financial services. Her prior experience also includes a decade of full-time education. 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 and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Zachary Barton is a financial advisor at Edward Jones with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2019, following positions at TD Ameritrade, Gateway Land Services, and Bank of America. Outside of his advisory role, he owns a residential rental property in St. Louis, MO. Edward Jones is a full-service wealth management firm serving a diverse client base including individuals, institutions, and charitable organizations, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

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

CFA®, Series 66

St. Louis, MO

Edward Jones

Megan St.John is a CFA® charterholder with 19 years of industry experience and has been with Edward Jones since 2006. She holds the Series 66 license and is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated funds and tax-efficient services.

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

CFP®, Series 63, Series 65

St. Louis, MO

Edward Jones

Susan Mcbee is a CFP® with over 30 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. She holds Series 63 and Series 65 licenses and is based in Scottsdale, AZ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

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

Series 66

St. Louis, MO

Edward Jones

Madilynn Woodham is a Series 66-licensed financial advisor at Edward Jones in St. Louis, MO, with six years of industry experience. Prior to joining Edward Jones, she held roles at Busch Stadium and was involved with University of Missouri-St. Louis Residential Life and Housing, as well as the Pierre Laclede Honors College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

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

Series 66

St. Louis, MO

Edward Jones

Tara Morgan is a financial advisor at Edward Jones in Foristell, MO, holding a Series 66 designation with 14 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, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of investment strategies and affiliated financial products through a large national network of advisors and branch offices.

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

Series 66

St. Louis, MO

Edward Jones

Jessie Schanz is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 17 years of industry experience. She has been with Edward Jones since 2007. 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 solutions, operating under a fiduciary standard and supported by a large nationwide 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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Albert K

Series 66

St. Louis, MO

Edward Jones

Albert Kraus is a financial advisor at Edward Jones with 13 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2010, based in St. Louis, MO. 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 solutions and manages approximately $1.01 trillion in assets, supported by a nationwide network of roughly 23,701 financial advisors.

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

CFP®, Series 66

St. Louis, MO

Edward Jones

Ann Kerr is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones in St. Louis, MO. She has been with Edward Jones since 2013, with a brief gap before returning in 2016. 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 strategies, supported by a large nationwide 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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Jordan C

Series 66

St. Louis, MO

Edward Jones

Jordan Cochrum is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018, following roles at JurisTemps Legal Staffing, Vertical Communications, and Red Robin. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a nationwide 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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