Top Wealth Management Advisors in Greater St. Louis Area
Jamey Edgerton
V.P. Wealth Strategist
Greater St. Louis Area
V.P. Wealth Strategist
Board Member
Vice President / Wealth Management Advisor
Vice President Wealth Management
Webster University
Georgia State University
The University of Georgia
Roswell High School
Recommendations: 1
Wealth Management
Loans
Estate Planning
Private Banking
Strategic Planning
Asset Management
Strategic Financial...
Asset Managment
j****[email protected]
Donna Botkin
Senior V.P and Senior Trust Officer
Greater St. Louis Area
Senior V.P and Senior Trust Officer
Vice President and Wealth Management Advisor
Recommendations: 1
Asset Allocation
Equities
Mergers
Retirement Planning
Wealth Management
Financial Advisory
Estate Planning
Mergers & Acquisitions
d****[email protected]
Barry Power
Wealth Management Advisor, First Vice President-Wealth Management
Greater St. Louis Area
Wealth Management Advisor, First Vice President-Wealth Management
Memorial University of Newfoundland
Recommendations: 0
b****[email protected]
Kevin Landy
Wealth Management Advisor, Senior Vice President-Wealth Management
Greater St. Louis Area
Wealth Management Advisor, Senior Vice President-Wealth Management
University of Wisconsin Madison
Recommendations: 0
k****[email protected]
Andrew Fredman
Wealth Management Advisor, Senior Vice President-Wealth Management
Greater St. Louis Area
Wealth Management Advisor, Senior Vice President-Wealth Management
Boston University
Epstein
Epstein
Recommendations: 0
a****[email protected]
Brian McGeehon, CLU®
Associate Wealth Management Advisor
Greater St. Louis Area
Associate Wealth Management Advisor
Accounting Internship
Intern
Southeast Missouri State University - Harrison College of Business
The American College
Recommendations: 0
b****[email protected]
Alan Taxman
Wealth Management Advisor, First Vice President-Wealth Management
Greater St. Louis Area
Wealth Management Advisor, First Vice President-Wealth Management
University of Missouri System
Recommendations: 0
a****[email protected]
Matthew LaMartina
Wealth Management Advisor, Senior Vice President-Wealth Management
Greater St. Louis Area
Wealth Management Advisor, Senior Vice President-Wealth Management
University of Missouri System
Recommendations: 0
m****[email protected]
Steve Fernandez, CFP®, CPA
Client Consultation Group
Greater St. Louis Area
Client Consultation Group
Amateur basketball referee
Financial Planner, Investment Specialist and Financial Services Representative
Associate Wealth Management Advisor
Consultant
Director of Payroll Services
Director of Payroll Services
Director of Payroll Services; Project Manager, Technology Implementation; Manager, Financial Systems
Controller, Temperature Systems Operations, Anesthesiology Division
University of Missouri-Saint Louis
Recommendations: 0
Financial Goals
Estate Planning
Retirement Planning
401k
Life Insurance
Long Term Care Insurance
Disability Income Insurance
Investment Advisory
s****[email protected]
Scott Niekamp CLU ChFC
Wealth Management Advisor
Greater St. Louis Area
Wealth Management Advisor
Airman
The American College
University of Missouri-Saint Louis
Recommendations: 0
s****[email protected]
Eric Verhulst
Wealth Management Advisor, Senior Vice President-Wealth Management
Greater St. Louis Area
Wealth Management Advisor, Senior Vice President-Wealth Management
Assumption College
Cumberland High School
Recommendations: 0
e****[email protected]
Rob Rubbelke, ChFC®, CLU®, CASL®
Wealth Management Advisor
Greater St. Louis Area
Wealth Management Advisor
Missouri State University
Recommendations: 0
Management
Wealth Management
Retirement Planning
Finance
Securities
Investments
Financial Planning
Marketing
r****[email protected]
r****[email protected]
Don Rochleau
Client Development Advisor
Greater St. Louis Area
Client Development Advisor
VP, Wealth Management Advisor
Registered Representative
Vice President, Operations
Sales Manager
Lindenwood University
Recommendations: 0
Insurance
Finance
Wealth Management
Investments
Business Development
Risk Management
Investment Banking
Alternative Investments
d*****@nabuffen.com
Christina Meglio
Associate Wealth Management Advisor
Greater St. Louis Area
Associate Wealth Management Advisor
Associate Financial Representative
3M Merchandising Internship
Saint Louis University School of Law
University of Missouri-Columbia
Recommendations: 0
Employee Benefits
Marketing
Program Management
Research
Retirement
Securities
Selling
Succession Planning
c****[email protected]
Allen Jr.
Wealth Management Advisor
Greater St. Louis Area
Wealth Management Advisor
Vice President / Senior Private Banker
Vice President
Vice President, Private Banking
private banker
St. Louis University
Regis University
Recommendations: 0
Banking
Sales
Leadership
Credit
CRM
Commercial Lending
Finance
New Business Development
a****[email protected]
Chad Opel
Managing Director | Wealth Management Advisor
Greater St. Louis Area
Managing Director | Wealth Management Advisor
Southern Illinois University Edwardsville
Recommendations: 0
c****[email protected]
Stephen E. Green, CFP(R)
Managing Principal
Greater St. Louis Area
Managing Principal
Wealth Management Advisor
Financial Advisor
Washington University in St. Louis - Olin Business School
Texas A&M University
Recommendations: 0
Wealth Management
Financial Planning
Investments
Asset Management
Portfolio Management
Retirement Planning
Asset Allocation
Life Insurance
s*****@optimumwm.com
