Chesterfield, MO 16690 Swingley Ridge Rd Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

5

Of 24,095 advisors across 14,148 offices

Location

16690 Swingley Ridge Rd, Ste 290

Chesterfield MO 63017

Advisors at this office

5

Advisors at this office

Beth L

CFP®, Series 66

Chesterfield, MO

Edward Jones

Beth Lastrina is a financial advisor with Edward Jones in Chesterfield, MO, holding CFP® and Series 66 credentials with eight years of industry experience. She has been with Edward Jones since 2017, including her current role from 2019 to present. Prior to her advisory career, she was a homemaker for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and offers additional services such as tax-efficient strategies, proxy voting, and securities-based lending.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance Wealth management Passive / index investing Retired Founder/Business Owner Executive
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Regal G

ChFC®, Series 66

Chesterfield, MO

Edward Jones

Regal Green is a financial advisor with Edward Jones, holding a Series 66 designation and bringing 12 years of experience at the firm. He is based in Chesterfield, MO, and has worked exclusively with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over 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, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

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

Dala F

Series 63, Series 66

Chesterfield, MO

Edward Jones

Dala Freesmeier is a financial advisor at Edward Jones with 20 years of industry experience. She has held her current position at Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and is supported by a nationwide network of more than 23,700 advisors.

Retirement income strategy College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive

Daniel K

CFP®, Series 63, Series 66

Chesterfield, MO

Edward Jones

Daniel Klug is a CFP® professional with 20 years of experience in the financial industry. He has been with Edward Jones since 2008. Daniel holds Series 63 and Series 66 licenses and is based in Chesterfield, MO. 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.

Charitable giving & philanthropy Divorce financial planning Retirement income strategy Inheritance planning Multi-generational wealth transfer Retired Founder/Business Owner Executive

Patrick M

CFP®, Series 63, Series 66

Chesterfield, MO

Edward Jones

Patrick Morningstar is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
View complete list of advisors at this office
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