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Hollie G

Series 66

St. Louis, MO

Edward Jones

Hollie Goodwin is a financial advisor at Edward Jones with 14 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to 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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Anthony Z

Series 66

St. Louis, MO

Edward Jones

Anthony Zarinelli is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2007. 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 strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated 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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Ronald S

Series 66

St. Louis, MO

Edward Jones

Ronald Sherrill is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2015, with a one-year hiatus. 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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Pamela S

Series 63, Series 66

St. Louis, MO

Edward Jones

Pamela Shipley is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses with 21 years of industry experience. She has been with Edward Jones since 2003. Outside of her advisory role, she assists her daughter with event decorating for birthdays, weddings, and anniversaries. 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 and investment strategies, managing approximately $1.01 trillion in assets with 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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Aleksei K

Series 66

St. Louis, MO

Edward Jones

Aleksei Kamaloff is a financial advisor at Edward Jones with six years of industry experience and holds a Series 66 designation. He has worked at Edward Jones since 2017, with a brief period operating an online craft store selling self-made items. Prior to his current role, Aleksei has experience at Lowe's Companies, Inc. and NSTAR Global Services. 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 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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Shannon G

CFA®, Series 63

St. Louis, MO

Edward Jones

Shannon Gielow is a CFA® charterholder with 20 years of industry experience. She has been with Edward Jones in St. Louis, MO since 2005. 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 supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

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

Series 66

St. Louis, MO

Edward Jones

Martha Bates is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than 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 range of advisory strategies, tax-efficient services, and affiliated investment products 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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Steve G

Series 66

St. Louis, MO

Edward Jones

Steve Glockner is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2016, with a brief period at Creative Landscapes Ltd. in 2016. Based in St. Louis, MO, Glockner has been with Edward Jones for a total of nine years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs with services including discretionary and non-discretionary strategies, tax-efficient solutions, and affiliated investment products.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Tufan Zengil is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2000. Based in St. Louis, MO, Zengil has a long tenure at the firm. 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, including wrap fee programs and separately managed accounts, and manages approximately $1.01 trillion in assets through a large network of advisors and branch offices.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

David Heckman is a financial advisor at Edward Jones with 34 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1990. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and maintaining 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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Philip J

Series 66

St. Louis, MO

Edward Jones

Philip Juergensmeyer is a financial advisor with Edward Jones in O'Fallon, Missouri. He holds a Series 66 designation and has 16 years of industry experience. Juergensmeyer has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices, offering a range of advisory services under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Lauren Winscher is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 18 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, offering a 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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Sherri C

Series 66

St. Louis, MO

Edward Jones

Sherri Chaput is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. She has worked at Edward Jones since 2016. 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 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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Brittney B

Series 66

St. Louis, MO

Edward Jones

Brittney Blocker is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2009. She has 14 years of industry experience. 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 large network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, including 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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Brian B

CFA®, Series 63, Series 66

St. Louis, MO

Edward Jones

Brian Buckley is a financial advisor with Edward Jones in St. Louis, MO, holding the CFA® designation along with Series 63 and Series 66 licenses. He has 27 years of industry experience and has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets 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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Chad H

CFP®, Series 63

St. Louis, MO

Edward Jones

Chad Haas is a CFP® with 24 years of industry experience and has been with Edward Jones since 2001. He is based in Lake Saint Louis, MO, and holds a Series 63 license. 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 financial advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient and alternative investment options.

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

Series 63, Series 66

St. Louis, MO

Edward Jones

Kayla Belleville is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials with three years of industry experience. Her prior work includes roles at Charles Schwab and Co., TD Ameritrade, Wells Fargo Clearing, and Digital Intelligence Systems. 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 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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Danita M

Series 63, Series 66

St. Louis, MO

Edward Jones

Danita Mahler is a financial advisor at Edward Jones with 11 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at TD Ameritrade and Scottrade. Outside of her advisory role, she co-authors children's books through The Grand Adventure LLC. 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 strategies, and maintains 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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Elizabeth T

Series 66

St. Louis, MO

Edward Jones

Elizabeth Timimmerman 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. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,000 advisors.

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

Series 66

St. Louis, MO

Edward Jones

Courtney Dinnius is a Series 66-licensed financial advisor based in St. Louis, MO, with 11 years of industry experience. She has been with Edward Jones since 2017 and previously worked independently with a union. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products.

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