Ste Genevieve, MO Center Dr Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,148 offices

Location

755 Center Dr

Ste Genevieve MO 63670-1812

Advisors at this office

2

Advisors at this office

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Amy P

Series 66

Ste Genevieve, MO

Edward Jones

Amy Pfaff is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. She has been with Edward Jones since 2011. 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 through a network of more than 23,000 advisors and offers a range of advisory programs, including discretionary and nondiscretionary 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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Matthew T

Series 66

Ste Genevieve, MO

Edward Jones

Matthew Trautman is a Series 66 licensed financial advisor with Edward Jones in Ste Genevieve, Missouri, and has 18 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is involved in family business activities including operating a cattle and farmland LLC and owning a commercial office building through separate limited liability companies. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by 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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