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Robert M

Series 63, Series 66

St. Louis, MO

Edward Jones

Robert Mabbitt is a financial advisor at Edward Jones in St. Louis, MO, with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1999. 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, 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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Emily W

Series 66

St. Louis, MO

Edward Jones

Emily Watts is a Series 66-licensed financial advisor at Edward Jones in St. Louis, MO, with six years of industry experience. She has worked at Edward Jones since 2018 and previously held roles at the University of Missouri Writing Center and Kate Spade New York. Outside of advising, she has worked as a beauty consultant for Walgreens. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by 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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Adam B

CFP®, Series 63, Series 66

St. Louis, MO

Edward Jones

Adam Bimslager is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior experience includes roles at Signature Consultants and Scottrade Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs, managed solutions, and affiliated investment products supported by a large nationwide network of advisors and branch offices.

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

Series 66

St. Louis, MO

Edward Jones

Elizabeth Schwadron is a financial advisor with Edward Jones in St. Louis, Missouri, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2005. 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 under management through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs, 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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Kathryn B

CFA®, Series 66

St. Louis, MO

Edward Jones

Kathryn Berra is a financial advisor with Edward Jones in St. Louis, MO, holding the CFA® designation and Series 66 license, with six years of industry experience. She has been with Edward Jones since 2015 and also has a long tenure at Costco Wholesale dating back to 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies and affiliated services through 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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Carl H

Series 66

St. Louis, MO

Edward Jones

Carl Hicks is a Series 66-licensed financial advisor at Edward Jones in St. Louis, MO, with nine years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, Carl engages in voice-over work for commercials and YouTube videos. 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 solutions, supported by a large national network of advisors and branches.

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

Series 66

St. Louis, MO

Edward Jones

Ryan Krakosky is a financial advisor at Edward Jones in St. Louis, MO, with 9 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017. Prior to his advisory role, he was employed by Professional Employment Group and attended the University of Missouri. 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, including discretionary and non-discretionary wrap fee 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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David W

Series 63, Series 66

St. Louis, MO

Edward Jones

David Woehlke is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining approximately $1.01 trillion in assets under management across 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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Jody B

Series 63, Series 66

St. Louis, MO

Edward Jones

Jody Bozovich is a financial advisor at Edward Jones in St. Louis, MO, with 15 years of industry experience. She has been with Edward Jones since 2015 and holds Series 63 and Series 66 designations. 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 under management and 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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Katherine B

CFP®, Series 66

St. Louis, MO

Edward Jones

Katherine Bodine is a CFP®-designated financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2019. She has five years of experience in the industry and previously worked at Wells Fargo Home Lending for eight years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

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

Series 66

St. Louis, MO

Edward Jones

Amber Linhardt is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2005. In addition to her work at Edward Jones, she is associated with RB Brandt & Sons. 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, managing approximately $1.01 trillion in assets through 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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Nicholas F

Series 66

St. Louis, MO

Edward Jones

Nicholas Frank is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and bringing one year of industry experience. Prior to joining Edward Jones, he worked in education at SLU College of Education and Webster University, and has experience in real estate and the food service industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and affiliated investment products, managing approximately $1.01 trillion in assets through 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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Justin F

Series 66

St. Louis, MO

Edward Jones

Justin Fox is a financial advisor at Edward Jones in Saint Charles, MO, with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory role, he is involved as a web developer for a livestock supplements business in McAlester, OK. 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 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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Kristen K

Series 63, Series 66

St. Louis, MO

Edward Jones

Kristen Kinney is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. She has been with Edward Jones since 2017 and previously worked at Larson Financial Group, LLC and Larson Financial Securities, LLC from 2014 to 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 programs and investment options, maintaining 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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Michael G

Series 66

St. Louis, MO

Edward Jones

Michael Gari is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. 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 strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

John Howdeshell is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 credential with nine years of industry experience. He has been with Edward Jones since 2015. 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, managing approximately $1.01 trillion in assets through 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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Matthew N

Series 66

St. Louis, MO

Edward Jones

Matthew Nguyen is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and having one year of industry experience. Prior to Edward Jones, he worked at Anders CPAs + Advisors and has held various positions including roles at Webster University and Mathnasium. 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 services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

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

Series 66

St. Louis, MO

Edward Jones

Amber Zappia is a financial advisor at Edward Jones in Tempe, AZ, with 20 years of experience at the firm. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Matthew Rimkus is a Series 66 licensed financial advisor with Edward Jones, based in St. Louis, MO. He has 13 years of industry experience and has been with Edward Jones since 2012. Outside of his advisory role, he is involved in a family business that renovates real estate properties for resale and rental. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies through a nationwide network of over 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets and provides discretionary and non-discretionary services under a fiduciary standard.

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

CFP®, CFA®, Series 63, Series 66

St. Louis, MO

Edward Jones

David Wickenhauser is a financial advisor at Edward Jones in St. Louis, MO, holding the CFP® and CFA® designations with 11 years of industry experience. His career includes previous roles at Argos Capital Partners, Moneta Group Investment Advisors, Charles Schwab Bank, and an earlier tenure at Edward Jones. Outside of his advisory work, he manages a direct real estate rental property through Liberty Tree Properties, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and supports its services through a nationwide network of over 23,000 financial advisors and more than 15,000 branches.

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