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Tricia S

CFP®, Series 63

Union, MO

Edward Jones

Tricia Seely is a CFP® with over 31 years of experience at Edward Jones, where she has worked since 1992. She holds a Series 63 license and is based in Union, MO. Outside of her financial advisory role, she is involved with a condominium association and holds an interest in a farming rental business. 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 options, supported by a nationwide network of over 23,700 advisors and 15,000 branch offices.

General retirement planning Wealth management Retired Founder/Business Owner Executive
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Lauren S

Series 66

Union, MO

Edward Jones

Lauren Storie is a financial advisor with Edward Jones in Union, MO, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones and its affiliated entities since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a broad range of investment strategies and operates under a fiduciary standard, supported by a nationwide network of approximately 23,701 financial advisors.

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