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Ronald Y
ChFC®, Series 63, Series 65
Des Peres, MO
LPL Financial
Ronald Yeaton is a financial advisor with LPL Financial in Des Peres, Missouri, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience, including prior roles at Oneamerica Securities, American United Life, and New England Securities. Yeaton is involved with multiple business entities related to investment services and insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Richard P
Series 66
Webster Groves, MO
Edward Jones
Richard Permenter is a financial advisor at Edward Jones with 14 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2009. Outside of his advisory role, he serves as an interim minister to students at South County Baptist Church in St. Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and corporate entities. The firm manages over $1 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.
Joseph K
Series 66
St. Louis, MO
LPL Financial
Joseph Kritchell is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation. Prior to joining LPL Financial, he worked in various roles including at The Meador Law Firm and University of Missouri - Columbia. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research tools and extensive non-advisory financial activities.
Brea T
Series 66
St. Louis, MO
Edward Jones
Brea Tabernik is a Series 66-licensed financial advisor with Edward Jones in St. Louis, MO, and has 16 years of industry experience. Prior to joining Edward Jones in 2019, she worked at Wells Fargo Clearing for three years and Stifel for one year. She serves on the Municipal Securities Rulemaking Board (MSRB) Advisory Council Committee, providing feedback on 529 savings plans and ABLE programs. 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 broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Kyle W
Series 66
St Louis, MO
Edward Jones
Kyle Williams is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation. He joined Edward Jones in 2021 and has experience working at Epic Systems and Boeing. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large retail advisor and branch network as well as its affiliated trust company and securities-based lending options.
Nancy E
Series 63, Series 66
St. Louis, MO
Edward Jones
Nancy Eisenmayer is a financial advisor at Edward Jones with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2019, following prior roles at TD Ameritrade, Missouri State University, and DataServ. Based in St. Louis, MO, she serves clients through Edward Jones, a full-service wealth management firm that advises over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.
Dane M
Series 66
St. Louis, MO
Wells Fargo Advisors
Dane McDonald is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Natcity Investments, Inc. and Ameriprise. Outside of his advisory role, he is involved with Urban Canvas, a service that supports catering company events. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions tailored to clients who meet a net-worth threshold and uses proprietary research and tools to develop individualized recommendations.
Gregory A
CFP®, Series 66
St. Louis, MO
Edward Jones
Gregory Angelino is a CFP®-designated financial advisor with Edward Jones in Saint Louis, MO, bringing seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Kean University from 2015 to 2018. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors and over 15,000 branches.
Joshua A
CFA®, Series 66
St. Louis, MO
Edward Jones
Joshua Anderson is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. He has been with Edward Jones in St. Louis, MO, for 10 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and 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 alongside affiliated mutual funds and other financial services.
Joshua C
Series 66
St. Louis, MO
Edward Jones
Joshua Cassell is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 credential with four years of industry experience. His prior work includes roles at Express Employment Professionals and self-employment. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products through a nationwide network of financial advisors.
Joshua W
Series 66
St. Louis, MO
Edward Jones
Joshua Worthington is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he spent eight years at Foley & Mansfield, PLLP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors and offers a variety of advisory strategies under a fiduciary standard.
Donald M
Series 66
Saint Louis, MO
LPL Financial
Donald Michael is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has worked previously at U.S. Bancorp Investments, Cetera, Regions Bank, and Pinnacle Entertainment. Outside of his advisory role, he owns and co-owns several business ventures, including DonMike's Klean Kicks LLC and All-In Poker Vending, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.
Marcello P
Series 63, Series 66
Des Peres, MO
J.P. Morgan Securities
Marcello Pesce is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill, Bank of America, Citibank, and Northwestern Mutual. Outside of finance, he has experience working with the Viva Brasil Association. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations, with clients retaining final decision-making authority.
Rami A
Series 63, Series 66
St. Louis, MO
Edward Jones
Rami Awawda is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations with six years of industry experience. Prior to joining Edward Jones in 2023, he worked at TD Ameritrade and has experience in various other roles including university employment and business ventures. He is also a co-owner and managing member of a vending machine business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides 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.
Michelle H
Series 63, Series 65
Frontenac, MO
Merrill
Michelle Horton is a Wealth Management Advisor at Merrill Lynch Wealth Management. She works with families to plan for financial success now and for future generations, focusing on various client needs such as college education planning, family wealth management strategies, legacy planning, and personal retirement planning. With more than 35 years of experience, Michelle has partnered with families and their businesses to pursue their life goals, emphasizing lifelong relationships and a comprehensive understanding of each individual's circumstances. Her expertise includes investment management and tax minimization, and she holds professional designations including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Michelle earned a Bachelor's Degree from the University of Kansas and a Master's Degree from Saint Louis University. She is involved with the Arrowhead Metro District and participates in community activities such as Bighorn Gravel. Her personal interests include adventure sports, biking, camping, hiking, skiing, surfing, and traveling.
Amanda F
Series 63, Series 66
St. Louis, MO
Edward Jones
Amanda Fitz is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and six years of industry experience. Her prior experience includes roles at Wells Fargo Clearing Services, Morgan Stanley, Wealthfront Brokerage, Robinhood Financial, and The Vanguard Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory programs and maintaining a large network of financial advisors and branch offices nationwide.
Virginia G
Series 66
St. Louis, MO
Edward Jones
Virginia Gruber is a financial advisor with Edward Jones in Maryland Heights, MO, holding the Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she is associated with CVR Supply & Trading LLC, which involves royalty interests. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, offering a range of advisory services and investment solutions supported by a nationwide network of more than 23,700 advisors.
Zachary G
Series 63
St. Louis, MO
Wells Fargo Clearing
Zachary Giese is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 63 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a hospitality host and ambassador for local private bourbon clubs in the St. Louis area. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.
Stephen S
CFP®, Series 66
Webster Groves, MO
Edward Jones
Stephen Schleiffarth is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2014. He has 12 years of experience in the industry. Outside of his advisory role, he is a co-owner of Kozy Properties LLC, a real estate venture focused on renting and occasionally flipping houses in the St. Louis area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and tax-efficient services through a nationwide network of advisors and branch offices.
Lauren L
Series 63, Series 66
St. Louis, MO
Edward Jones
Lauren Lehr is a financial advisor at Edward Jones with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Edward Jones since 2017, with prior experience at Larson Financial Securities, Larson Financial Group, and Scottrade. Lauren is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
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3,378 advisors near
63129
within the area shown on the map
Out of 400,000+ nationwide