St Peters, MO Mid Rivers Mall Drive Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,118 advisors across 14,150 offices

Location

1 Mid Rivers Mall Drive, Suite #269

St Peters MO 63376

Advisors at this office

3

Advisors at this office

Brian D

CFP®, Series 66

St Peters, MO

Edward Jones

Brian Donnelly is a CFP® professional with 18 years of industry experience, currently serving at Edward Jones since 2007. He holds a Series 66 license and is based in St. Peters, MO. 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. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy Wealth management General estate planning guidance Military & Veterans

Abbey M

CFP®, Series 66

St Peters, MO

Edward Jones

Abbey Marquess is a CFP® and Series 66 credentialed financial advisor with five years of experience at Edward Jones. Prior to her career in finance, she worked at Bath and Body Works and spent six years at Lindenwood University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory strategies and affiliated financial services through a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer General retirement planning Retired Founder/Business Owner Executive
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Robert M

CFP®, Series 63

St Peters, MO

Edward Jones

Robert Marquess II is a financial advisor at Edward Jones with 24 years of industry experience. He holds the CFP® designation and Series 63 license and has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm is notable for its extensive advisor and branch network and provides services under a fiduciary standard.

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