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Anthony V

Series 66, Series 63

St Louis, MO

Edward Jones

Anthony Vierling Jr. is a financial advisor at Edward Jones with 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1997. Vierling serves as one of three trustees for Villas at Sienna Oaks, a residential community 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, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, 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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Andrea T

CFP®, Series 66

Saint Louis, MO

Edward Jones

Andrea Trapet is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at MECS for ten years. She was previously the owner of a retail business, Port Saint Louis LLC, which is now inactive and in the process of being closed. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Divorce financial planning Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Kelly M

Series 66

St Louis, MO

Edward Jones

Kelly Mooney is a financial advisor at Edward Jones in St. Louis, MO, with 14 years of industry experience and a Series 66 designation. Mooney has been with Edward Jones since 2009. Outside of advisory work, Mooney has experience selling health and wellness products as a sales consultant. 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, affiliated mutual funds, and tax-efficient services 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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