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1,811 advisors near
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Javon T
Series 66
Swansea, IL
Merrill
Javon Taylor is a Financial Advisor at Merrill Lynch Wealth Management. Based primarily in the St. Louis area, he works with individuals, local union laborers, business owners, and professionals to develop personalized financial strategies. His focus areas include retirement planning, wealth accumulation, and providing long-term financial confidence. He has particular expertise serving clients in the construction, HVAC, and roofing industries, understanding the distinct opportunities and challenges they encounter. Javon leverages Merrill's investment capabilities and Bank of America's resources to offer coordinated financial advice and guidance. Javon's professional designations include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his High School Diploma from Althoff Catholic High School. His client services span corporate executive services, executive compensation, family wealth management strategies, tax minimization, and retirement income planning among others. Outside of his professional work, Javon enjoys basketball, fishing, spending time with his family, and watching movies.
Kevin O
CFP®, Series 63
St Louis, MO
Edward Jones
Kevin O’Bannon is a CFP® professional with 27 years of experience at Edward Jones, where he has worked since 1999. He holds a Series 63 license and is based in St. Louis, MO. 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 offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Micah D
Series 66
St Louis, MO
Thrivent Investment Management
Micah Davie is a Series 66-licensed financial advisor with Thrivent Investment Management in St. Louis, Missouri, where he has worked since 2020. He has five years of industry experience, including roles outside financial services in the automotive and retail sectors. Davie serves as an assistant coach for the Francis Howell Central Hockey Club, focusing on developing high school hockey players. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a broad range of financial topics. The firm uses goal-based analyses and allows clients to combine planning with managed-account services, maintaining separate planning and investment management functions.
Kirsten C
Series 66
St. Louis, MO
Edward Jones
Kirsten Campbell is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, she worked for five years at Washington University School of Medicine. 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 supported by a large nationwide network of financial advisors and branch offices.
Dale R
Series 63
Fenton, MO
Edward Jones
Dale Roethemeyer is a financial advisor at Edward Jones with 20 years of industry experience. He has been with Edward Jones since 2005 and holds a Series 63 designation. Outside of advisory services, he is the owner of Elk Wallow LLC, a rental property business in Owensville, Missouri. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of over 23,000 financial advisors nationwide.
Jeffrey M
Series 66
St. Louis, MO
Edward Jones
Jeffrey Mc Glawn is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 15 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 offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.
Michael W
Series 63, Series 66
Des Peres, MO
LPL Financial
Michael Walton is a financial advisor with LPL Financial based in Des Peres, MO, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He worked at Edward Jones for 13 years prior to joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.
Cole R
Series 66
St. Louis, MO
Edward Jones
Cole Reavis is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and providing financial services for seven years. He has been with Edward Jones since 2016. 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 offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,000 financial advisors.
Brian H
Series 63, Series 65
St. Louis, MO
Edward Jones
Brian Harris is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Edward Jones since 2006. 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 nationwide network of advisors and branch offices.
Dustin W
CFP®, Series 66
Waterloo, IL
Edward Jones
Dustin West is a CFP®-designated financial advisor with Edward Jones in Waterloo, Illinois, and has 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory work, Dustin is involved in managing a vacation real estate rental business through Best Bros Sandy Toes, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.
David H
Series 63, Series 65
St Louis, MO
Thrivent Investment Management
David Hoft is a financial advisor at Thrivent Investment Management based in St. Louis, MO. He holds Series 63 and Series 65 licenses and has been with Thrivent since 2026. Prior to joining Thrivent, he worked at Kimberly Clark Professional and Caleres, Inc. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning across various topics, with the option to combine planning services with managed accounts through its WealthPlan program.
Lloyd N
CFP®, ChFC®, Series 63, Series 66
St Louis, MO
Cetera
Lloyd Naes is a financial advisor at Cetera with 28 years of industry experience. He holds the CFP® and ChFC® designations and has served in various roles at Cetera and related firms since 2013. In addition to his advisory work, he operates a CPA tax consulting and compliance practice under Lloyd Naes and Company, CPA's LLC, which he has managed since 1987. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large nationwide network of advisors and employs a multi-manager platform with diverse program options and custodial relationships.
Thomas W
Series 66
St. Louis, MO
Edward Jones
Thomas Whitmire is a Series 66-credentialed financial advisor with 12 years of industry experience. He is currently with Edward Jones in St. Louis, MO, where he has worked since 2021 following five years at Wells Fargo Clearing Services LLC. 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.
Krystal P
CFP®, Series 66
St. Louis, MO
Edward Jones
Krystal Price is a CFP®-certified financial advisor with Edward Jones in St. Louis, MO, and has 18 years of industry experience. She has worked with Edward Jones for 19 years since 2007. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branches. The firm provides both discretionary and non-discretionary strategies, including tax-efficient services and proprietary investment options, operating under a fiduciary standard.
Brian S
Series 63, Series 65
St Louis, MO
Primerica Advisors
Brian Slay is a financial advisor with Primerica Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Primerica, he worked with Maxcess / Rotometrics for over a decade. He is involved in the sale of investment-related products and refers clients to home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-based investment strategies and operates with nearly 3,700 advisors and approximately $15.5 billion in assets under management.
Sara B
Series 66
St. Louis, MO
Edward Jones
Sara Beste is a financial advisor at Edward Jones in St. Louis, MO, with 16 years of industry experience. She holds a Series 66 designation and 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 pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies with a nationwide network of financial advisors and branch offices.
Kyle P
Series 66
St. Louis, MO
Edward Jones
Kyle Prewitt is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with four years of industry experience. Before joining Edward Jones in 2022, he served in the United States Air Force for 20 years. He is also a co-owner of Urban Fort Play, a children's retail and play space in St. Louis. 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 strategies, separately managed accounts, and affiliated mutual funds.
Christopher B
Series 66
St. Louis, MO
Edward Jones
Christopher Bentler is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Morgan Stanley, and Citigroup Global Markets. Bentler has been with Edward Jones since 2019. 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 across a large national network.
Cathy T
Series 66
St. Louis, MO
Edward Jones
Cathy Thompson is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2019 and previously worked at The Boeing Company for 14 years. 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 solutions, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.
Deric M
CFP®, CFA®, Series 66
St. Louis, MO
Edward Jones
Deric Mcspadden is a financial advisor at Edward Jones in St. Louis, MO, holding CFP®, CFA®, and Series 66 credentials with 14 years of industry experience. He 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 strategies supported by a large nationwide network of financial advisors and branch offices.
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1,811 advisors near
62236
within the area shown on the map
Out of 400,000+ nationwide