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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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Geoffrey M

Series 66

Webster Groves, MO

Fidelity

Geoffrey Miller is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Tigress Financial Partners, LLC, and various companies in the retail and food sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Kathryn B

CFA®, Series 66

St. Louis, MO

Edward Jones

Kathryn Berra is a CFA® charterholder and holds a Series 66 license, with 7 years of experience in the financial industry. She has been with Edward Jones since 2015 and also has a long tenure at Costco Wholesale. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and affiliated financial services, 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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Carl H

Series 66

St. Louis, MO

Edward Jones

Carl Hicks is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he provides voice-over support 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 discretionary and non-discretionary investment strategies and operates an SEC-registered advisory program with approximately $1.01 trillion in assets under management.

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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Brenda H

Series 65, Series 63

St Louis, MO

Primerica Advisors

Brenda Herrion is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Primerica Advisors, she worked at Primerica Financial Services and has a background in education with roles at MOVA/K12, Scott County R-IV School District, and Sikeston R-6 School District. She is also involved in sales of investment-related and home-related products through affiliated companies of Primerica. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery investment strategies managed by third-party asset managers and supports portfolio administration through BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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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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Curtis H

Series 66

Waterloo, IL

Edward Jones

Curtis Haentzler is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked at Americom Imaging Systems, Inc and Purity Source. 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 across a broad network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Retirement income strategy General retirement planning Founder/Business Owner
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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 with 15 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 in web development for a livestock supplements 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 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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Mark A

CFP®, Series 66

St Louis, MO

Edward Jones

Mark Audet is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of industry experience. He has been with Edward Jones in St. Louis, MO since 2011. Outside of his advisory role, he is involved in managing a rental property in Phoenix, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management 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 at Edward Jones with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Edward Jones since 2017. Prior to this, she was with Larson Financial Group, LLC and Larson Financial Securities, LLC from 2014 to 2017. 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 range of advisory programs, including discretionary and non-discretionary 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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Sarah V

CFP®, Series 66, Series 63

Saint Louis, MO

Edward Jones

Sarah Vehige is a financial advisor with Edward Jones in Saint Louis, MO, holding the CFP® designation and Series 66 and Series 63 licenses. She has seven years of industry experience, all with Edward Jones. Vehige serves as a volunteer board member at the Miriam School and Learning Center, participating in its Finance and Executive committees. 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 strategies, supported by a large network of financial advisors and branch offices.

Divorce financial planning Planning for children with special needs 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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