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Tiffany C

CFP®, Series 66

St. Louis, MO

Edward Jones

Tiffany Chambers is a CFP® professional with 18 years of industry experience, currently advising clients at Edward Jones since 2007. She holds a 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 non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 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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Michael B

Series 66

St. Louis, MO

Edward Jones

Michael Bohler is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 10 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 manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary fee strategies, 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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Megan S

Series 66

St. Louis, MO

Edward Jones

Megan Stine is a Series 66-credentialed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2016, accumulating eight years of industry experience. She has spent her entire advisory career at Edward Jones. 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 network of approximately 23,701 financial advisors and 15,121 branch offices.

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

Series 66

St. Louis, MO

Edward Jones

Richard Bettger is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has previously worked at Moneta Group Investment Advisors, LLC and Stifel, Nicolaus & Co., Inc. Bettger is 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 range of advisory programs and investment options supported by a large network of financial advisors and branch offices, operating under a fiduciary standard.

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

Series 66

St. Louis, MO

Edward Jones

Meghan Brennan 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 2008 and also has a longstanding role at Barnes and Noble Booksellers since 2007. 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 wrap fee strategies, 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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Deanna B

Series 66

St. Louis, MO

Edward Jones

Deanna Bell is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 19 years of experience at the firm and 8 years in the industry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, 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 mutual funds and tax-efficient services.

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

Series 66

St. Louis, MO

Edward Jones

Sophie Lingle is a financial advisor at Edward Jones in St. Louis, MO, with six years of industry experience. She holds a Series 66 designation and previously worked at Central Bank of Boone County and in the food service industry at Lubeley's Bakery & Deli. Edward Jones is a full-service wealth management firm serving over four million 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 approximately $1.01 trillion in assets and operates 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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Yulia M

Series 63, Series 66

St. Louis, MO

Edward Jones

Yulia Migdalovich is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has been with Edward Jones since 2001. 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, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets with 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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