Edward Jones Trust Company
Industry: Investment company
DescriptionEdward D. Jones & Co., L.P., since 1995 simplified as Edward Jones is a financial services firm headquartered in Des Peres, Missouri, United States and serves investment clients in the U.S. and Canada, ... Customer service: 1 (800) 441-2357 Technical support: 1 (800) 441-5203 Headquarters: St. Louis, MO CEO: James D. Weddle (Jan 2006–) Parent organization: JONES FINANCIAL COMPANIES LP LLP Founder: Edward D. Jones
Edward Jones Trust Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Edward Jones Trust Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Edward Jones Trust Company Salaries. You can even request information on how much does Edward Jones Trust Company pay if you want to. Learn about salaries, pros and cons of working for Edward Jones Trust Company directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
34 Edward Jones Trust Company employees in database. Find out everything there's to know about Edward Jones Trust Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Edward Jones Trust Company Employees
Employee
Years
Job
Industry
David Diener David Diener's Edward Jones Trust Company Experience May 1997 - March 1999
Job Vice President and Relationship Manager at The St. Louis Trust Company
Industry Financial Services
Experience
The St. Louis Trust Company August 2012 - Present
U.S. Bank Private Client Reserve April 1999 - July 2012
Edward Jones Trust Company May 1997 - March 1999
Skills
Wealth Management, Investments, Asset Allocation, Strategic Planning, Portfolio Management, Strategic Financial..., Asset Management, Financial Analysis, Estate Planning, Mutual Funds, Financial Planning, Financial Modeling, Banking, Investment Advisory, Commercial Lending
Education
Northwestern University School of Law 1969 — 1972
Doctor of Law (J.D.), Estates and Trusts
Northwestern University 1965 — 1969
Bachelor of Arts (B.A.), Political Science and Government
Horton Watkins High School
Horton Watkins High School
Horton Watkins High School
The St. Louis Trust Company August 2012 - Present
U.S. Bank Private Client Reserve April 1999 - July 2012
Edward Jones Trust Company May 1997 - March 1999
Skills
Wealth Management, Investments, Asset Allocation, Strategic Planning, Portfolio Management, Strategic Financial..., Asset Management, Financial Analysis, Estate Planning, Mutual Funds, Financial Planning, Financial Modeling, Banking, Investment Advisory, Commercial Lending
Education
Northwestern University School of Law 1969 — 1972
Doctor of Law (J.D.), Estates and Trusts
Northwestern University 1965 — 1969
Bachelor of Arts (B.A.), Political Science and Government
Horton Watkins High School
Horton Watkins High School
Horton Watkins High School
Mark Douglas Pye Mark Douglas Pye's Edward Jones Trust Company Experience April 2013 - Present
Job Leader, Trust Administration Edward Jones Trust Company
Industry Investment Management
Experience
Edward Jones Trust Company April 2013 - Present
SunTrust Bank 2003 - April 2013
Skills
Trust Management, Trust Services, Wealth Management, Fiduciary Services, Personal Trust..., Estate Planning, Wealth Management..., Investment Strategies
Education
University of South Carolina-Columbia 1980 — 1984
Bachelor of Arts (B.A.), Music
Edward Jones Trust Company April 2013 - Present
SunTrust Bank 2003 - April 2013
Skills
Trust Management, Trust Services, Wealth Management, Fiduciary Services, Personal Trust..., Estate Planning, Wealth Management..., Investment Strategies
Education
University of South Carolina-Columbia 1980 — 1984
Bachelor of Arts (B.A.), Music
Robin Holzschuh, CTFA Robin Holzschuh, CTFA's Edward Jones Trust Company Experience August 2013 - Present
Job Trust Officer at Edward Jones Trust Company
Industry Financial Services
Experience
Edward Jones Trust Company August 2013 - Present
The Commerce Trust Company March 2011 - May 2013
The Commerce Trust Company March 2005 - March 2011
Education
Cannon Financial 2013 — 2013
Trust III
Cannon Financial 2012 — 2012
Trust II
Cannon Financial 2011 — 2011
Trust I
Hickey College 1987 — 1988
Accounting
Edward Jones Trust Company August 2013 - Present
The Commerce Trust Company March 2011 - May 2013
The Commerce Trust Company March 2005 - March 2011
Education
Cannon Financial 2013 — 2013
Trust III
Cannon Financial 2012 — 2012
Trust II
Cannon Financial 2011 — 2011
Trust I
Hickey College 1987 — 1988
Accounting
Jeffrey Keiser Jeffrey Keiser's Edward Jones Trust Company Experience December 1995 - September 2001
Job Wealth Strategist at U.S. Trust
Industry Financial Services
Experience
US Trust, Bank of America Private Wealth Management February 2004 - Present
Merrill Lynch September 2001 - February 2004
Edward Jones Trust Company December 1995 - September 2001
UMB Bank October 1988 - December 1995
Skills
Estate Planning, Trusts, Estate Tax Planning, Wealth Management, Wealth Management..., Retirement Planning, Investments, High Net Worth..., Strategic Financial..., Alternative Investments, Investment Advisory, Asset Protection, Securities, Asset Allocation, Series 7, Wills, Asset Managment, Investment Management, Trust Services, Private Banking, Investment Strategies, Private Equity, Long-term Care, Financial Planners, Insurance, Tax, Life Insurance, Succession Planning, Equities, Financial Advisory, Mutual Funds, Estate Law, Wealth, Personal Financial..., 401k, Financial Services, Planned Giving, Fixed Annuities, Charities, Inheritance Tax Planning, Fixed Income, Trust Management, Asset Management, Financial Planning
Education
College for Financial Planning 2002 — 2002
CRPC, Chartered Retirement Planning Counselor (CRPC)
College for Financial Planning 1990 — 1991
CFP, Certified Financial Planning
University of Missouri-Kansas City School of Law 1982 — 1985
JD, Law
University of Missouri-Kansas City 1978 — 1982
BA, Administration of Justice
US Trust, Bank of America Private Wealth Management February 2004 - Present
Merrill Lynch September 2001 - February 2004
Edward Jones Trust Company December 1995 - September 2001
UMB Bank October 1988 - December 1995
Skills
Estate Planning, Trusts, Estate Tax Planning, Wealth Management, Wealth Management..., Retirement Planning, Investments, High Net Worth..., Strategic Financial..., Alternative Investments, Investment Advisory, Asset Protection, Securities, Asset Allocation, Series 7, Wills, Asset Managment, Investment Management, Trust Services, Private Banking, Investment Strategies, Private Equity, Long-term Care, Financial Planners, Insurance, Tax, Life Insurance, Succession Planning, Equities, Financial Advisory, Mutual Funds, Estate Law, Wealth, Personal Financial..., 401k, Financial Services, Planned Giving, Fixed Annuities, Charities, Inheritance Tax Planning, Fixed Income, Trust Management, Asset Management, Financial Planning
Education
College for Financial Planning 2002 — 2002
CRPC, Chartered Retirement Planning Counselor (CRPC)
College for Financial Planning 1990 — 1991
CFP, Certified Financial Planning
University of Missouri-Kansas City School of Law 1982 — 1985
JD, Law
University of Missouri-Kansas City 1978 — 1982
BA, Administration of Justice
Ebony Beattle-Benson Ebony Beattle-Benson's Edward Jones Trust Company Experience April 2000 - June 2014
Job Solutions Specialist at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2014 - Present
Cuetopia II Bar & Grill October 2012 - Present
Edward Jones Trust Company April 2000 - June 2014
Skills
Access, Business Development, Credit, Estate Planning, Marketing Strategy, Finance, New Business Development, Retirement Planning, Strategy, Team Building, Training, Trust Services, Wealth Management
Education
Fontbonne University 1994 — 2010
Bachelor of Arts (B.A.), Organizational Behavior Studies
Fontbonne University 1994 — 2010
Master of Arts (M.A.), Business Administration and Management, General
Edward Jones July 2014 - Present
Cuetopia II Bar & Grill October 2012 - Present
Edward Jones Trust Company April 2000 - June 2014
Skills
Access, Business Development, Credit, Estate Planning, Marketing Strategy, Finance, New Business Development, Retirement Planning, Strategy, Team Building, Training, Trust Services, Wealth Management
Education
Fontbonne University 1994 — 2010
Bachelor of Arts (B.A.), Organizational Behavior Studies
Fontbonne University 1994 — 2010
Master of Arts (M.A.), Business Administration and Management, General
Anthony I. Butler, Esq. Anthony I. Butler, Esq.'s Edward Jones Trust Company Experience August 2000 - June 2001
Job Advocate, Consultant and Litigator.
Industry Law Practice
Experience
A.I.R.S./ Empire Homes of Maryland September 2015 - Present
TBMG Law January 2012 - Present
Vantage Solutions, LLC 2004 - Present
Dorsainvil Foundation, Inc. August 2012 - August 2015
Butler & Associates January 2003 - January 2012
Minorities in the Profession Committee, ABA Young Lawyers Division August 2009 - August 2010
Century 21 Milestone Realty March 2007 - December 2009
Monumental City Bar Association October 2008 - October 2009
Global Lead Management Consulting August 2001 - November 2003
Edward Jones Trust Company August 2000 - June 2001
Skills
HR Consulting, Public Speaking, Real Estate, Negotiation, Strategic Planning, Succession Planning, Small Business, Coaching, Organizational..., Business Planning, Business Strategy, Executive Coaching, Recruiting, Litigation, Corporate Law, Management, Human Resources, Employment Law, Contract Negotiation, Nonprofits, Start-ups, Training, Marketing, Leadership, Litigation Support, Trials, Talent Management, Personal Injury, Policy, Mergers & Acquisitions, Employee Relations, Legal Issues, Insurance, Social Networking, Government, Strategy, Legal Research, Legal Writing, Mediation, Leadership Development, Team Building, Family Law, Fundraising, Legal Assistance
Education
Saint Louis University School of Law 1997 — 2001
Juris Doctor
Truman State University 1992 — 1996
Bachelor of Arts
Parkway North High School 1988 — 1992
High School Diploma
A.I.R.S./ Empire Homes of Maryland September 2015 - Present
TBMG Law January 2012 - Present
Vantage Solutions, LLC 2004 - Present
Dorsainvil Foundation, Inc. August 2012 - August 2015
Butler & Associates January 2003 - January 2012
Minorities in the Profession Committee, ABA Young Lawyers Division August 2009 - August 2010
Century 21 Milestone Realty March 2007 - December 2009
Monumental City Bar Association October 2008 - October 2009
Global Lead Management Consulting August 2001 - November 2003
Edward Jones Trust Company August 2000 - June 2001
Skills
HR Consulting, Public Speaking, Real Estate, Negotiation, Strategic Planning, Succession Planning, Small Business, Coaching, Organizational..., Business Planning, Business Strategy, Executive Coaching, Recruiting, Litigation, Corporate Law, Management, Human Resources, Employment Law, Contract Negotiation, Nonprofits, Start-ups, Training, Marketing, Leadership, Litigation Support, Trials, Talent Management, Personal Injury, Policy, Mergers & Acquisitions, Employee Relations, Legal Issues, Insurance, Social Networking, Government, Strategy, Legal Research, Legal Writing, Mediation, Leadership Development, Team Building, Family Law, Fundraising, Legal Assistance
Education
Saint Louis University School of Law 1997 — 2001
Juris Doctor
Truman State University 1992 — 1996
Bachelor of Arts
Parkway North High School 1988 — 1992
High School Diploma
Chris Rothe Chris Rothe's Edward Jones Trust Company Experience June 2013 - Present
Job Manager Estate Settlement Team, Edward Jones Trust Company
Industry Banking
Experience
Edward Jones Trust Company June 2013 - Present
Wells Fargo January 2011 - June 2013
Travis County Attorney's Office September 2009 - January 2011
Travis County Juvenile Public Defender's Office January 2010 - April 2010
Desai Law Firm, PLLC July 2009 - September 2009
Travis County Probate Court July 2008 - February 2009
Texas Transportation Institute May 2006 - August 2007
Fortune Financial Services LLC May 2003 - May 2006
Skills
Trusts, Banking, Wills, Estate Planning, Tax, Financial Services, Estate Tax Planning, Investments, Wealth Management, Legal Research, Wealth Management..., Real Estate, Securities
Education
The University of Texas School of Law 2007 — 2010
J.D., Law
Texas A&M University 1997 — 2003
B.S., Economics
Edward Jones Trust Company June 2013 - Present
Wells Fargo January 2011 - June 2013
Travis County Attorney's Office September 2009 - January 2011
Travis County Juvenile Public Defender's Office January 2010 - April 2010
Desai Law Firm, PLLC July 2009 - September 2009
Travis County Probate Court July 2008 - February 2009
Texas Transportation Institute May 2006 - August 2007
Fortune Financial Services LLC May 2003 - May 2006
Skills
Trusts, Banking, Wills, Estate Planning, Tax, Financial Services, Estate Tax Planning, Investments, Wealth Management, Legal Research, Wealth Management..., Real Estate, Securities
Education
The University of Texas School of Law 2007 — 2010
J.D., Law
Texas A&M University 1997 — 2003
B.S., Economics
Arthur Clyne III Arthur Clyne III's Edward Jones Trust Company Experience August 2006 - August 2011
Job Senior Vice President and Sales Manager at Commerce Brokerage Services Inc.
Industry Financial Services
Experience
Commerce Brokerage Services Inc. July 2015 - Present
UMB Bank August 2011 - July 2015
Edward Jones Trust Company August 2006 - August 2011
Morgan Stanley March 2005 - August 2006
Education
Saint Louis University 1999 — 2003
Major: Finance, Financial Planning and Services
DeSmet Jesuit High School 1995 — 1999
High School
Commerce Brokerage Services Inc. July 2015 - Present
UMB Bank August 2011 - July 2015
Edward Jones Trust Company August 2006 - August 2011
Morgan Stanley March 2005 - August 2006
Education
Saint Louis University 1999 — 2003
Major: Finance, Financial Planning and Services
DeSmet Jesuit High School 1995 — 1999
High School
Kirk Niceler Kirk Niceler's Edward Jones Trust Company Experience March 2015 - Present
Job Chief Fiduciary Officer, Edward Jones Trust Company
Industry Financial Services
Experience
Edward Jones Trust Company March 2015 - Present
Edward Jones September 2013 - March 2015
US Trust, Bank of America Private Wealth Management 2007 - September 2013
Bank of America 2004 - 2007
Bank of America 2002 - 2004
Nations Bank 1998 - 2000
Skills
Estate Planning, Wealth Management, Asset Managment, Risk Management, Wealth Management..., Trusts, Fiduciary, Asset Allocation, Investment Management, Investment Advisory, Strategic Financial..., High Net Worth..., Financial Services, Private Banking, Trust Services, Trust Management, Wealth, Asset Management, Retirement Planning
Education
Emory University School of Law 1995 — 1998
J.D.
Brigham Young University 1992 — 1994
B.A, Economics, Minors: Physics, Math
Huntington High School 1984 — 1987
Edward Jones Trust Company March 2015 - Present
Edward Jones September 2013 - March 2015
US Trust, Bank of America Private Wealth Management 2007 - September 2013
Bank of America 2004 - 2007
Bank of America 2002 - 2004
Nations Bank 1998 - 2000
Skills
Estate Planning, Wealth Management, Asset Managment, Risk Management, Wealth Management..., Trusts, Fiduciary, Asset Allocation, Investment Management, Investment Advisory, Strategic Financial..., High Net Worth..., Financial Services, Private Banking, Trust Services, Trust Management, Wealth, Asset Management, Retirement Planning
Education
Emory University School of Law 1995 — 1998
J.D.
Brigham Young University 1992 — 1994
B.A, Economics, Minors: Physics, Math
Huntington High School 1984 — 1987
John R. Russo, CFA, CAIA,CPA John R. Russo, CFA, CAIA,CPA's Edward Jones Trust Company Experience March 2002 - October 2004
Job Chief Operating Officer and Wealth Management Advisor at Archford Capital Strategies
Industry Investment Management
Experience
Archford Capital Strategies March 2013 - Present
Merrill Lynch October 2004 - March 2013
Edward Jones Trust Company March 2002 - October 2004
KPMG July 1997 - December 1999
Education
Chartered Alternative Investment Analyst Association
Chartered Alternative Investment Analyst Designation
Chartered Financial Analyst Institute
CFA Designation
Southeast Missouri State University 1993 — 1997
BSBA, Accounting
College for Financial Planning
Chartered Retirement Planning Counselor
American Institute of Certified Public Accountants
Certified Public Accountant
Archford Capital Strategies March 2013 - Present
Merrill Lynch October 2004 - March 2013
Edward Jones Trust Company March 2002 - October 2004
KPMG July 1997 - December 1999
Education
Chartered Alternative Investment Analyst Association
Chartered Alternative Investment Analyst Designation
Chartered Financial Analyst Institute
CFA Designation
Southeast Missouri State University 1993 — 1997
BSBA, Accounting
College for Financial Planning
Chartered Retirement Planning Counselor
American Institute of Certified Public Accountants
Certified Public Accountant
Katherine Walls's Edward Jones Trust Company Experience August 2012 - Present
Job Trust Specialist at Edward Jones Trust Company
Industry Financial Services
Experience
Edward Jones Trust Company August 2012 - Present
Pi Beta Phi Foundation May 2010 - August 2012
Sigma Sigma Sigma Foundation July 2006 - May 2010
The Community Foundation of Louisville August 2004 - July 2006
Education
Murray State University 1999 — 2003
BS, Finance and Computer Information Systems
Edward Jones Trust Company August 2012 - Present
Pi Beta Phi Foundation May 2010 - August 2012
Sigma Sigma Sigma Foundation July 2006 - May 2010
The Community Foundation of Louisville August 2004 - July 2006
Education
Murray State University 1999 — 2003
BS, Finance and Computer Information Systems
William G Armstrong Jr CFP® William G Armstrong Jr CFP®'s Edward Jones Trust Company Experience August 2011 - Present
Job Senior Portfolio Manager at Edward Jones Trust Company
Industry Financial Services
Experience
Edward Jones Trust Company August 2011 - Present
W. G. Armstrong Financial Services January 2010 - August 2011
Target Financial & Insurance Services 2007 - 2009
U.S. Bank 1998 - 2006
Old Second National Bank 1993 - 1998
Citizens Banking Corporation 1987 - 1993
A.G. Edwards & Sons, Inc 1985 - 1987
Skills
Cash Management, Accounting, CRM, Economics, Key Account Management, Client Presentation, Wealth Management, Strategic Financial..., Asset Managment, Portfolio Management, Trust Services, Asset Allocation, Finance, Asset Management, Mutual Funds, Financial Services, Securities, Financial Planning
Education
College for Financial Planning 2010 — 2011
Michigan State University 1978 — 1981
BA, Business, Marketing
Novato High School 1971 — 1974
Edward Jones Trust Company August 2011 - Present
W. G. Armstrong Financial Services January 2010 - August 2011
Target Financial & Insurance Services 2007 - 2009
U.S. Bank 1998 - 2006
Old Second National Bank 1993 - 1998
Citizens Banking Corporation 1987 - 1993
A.G. Edwards & Sons, Inc 1985 - 1987
Skills
Cash Management, Accounting, CRM, Economics, Key Account Management, Client Presentation, Wealth Management, Strategic Financial..., Asset Managment, Portfolio Management, Trust Services, Asset Allocation, Finance, Asset Management, Mutual Funds, Financial Services, Securities, Financial Planning
Education
College for Financial Planning 2010 — 2011
Michigan State University 1978 — 1981
BA, Business, Marketing
Novato High School 1971 — 1974
Jeff Stuerman's Edward Jones Trust Company Experience March 2008 - December 2014
Job President at Stuerman & Company, LLC
Industry Financial Services
Experience
Stuerman & Company, LLC January 2015 - Present
Greitens for Missouri February 2015 - Present
Lambda Chi Alpha Fraternity, Inc. July 2014 - Present
Hinton Rural Life Center January 2012 - December 2014
Edward Jones Trust Company March 2008 - December 2014
Edward Jones March 2008 - December 2014
Missouri Botanical Garden May 2010 - June 2013
Culver-Stockton College June 2008 - May 2013
Stuerman & Company, LLC May 2007 - March 2008
TIAA-CREF Trust Company March 2005 - April 2007
Skills
Strategic Planning, Risk Management, Corporate Governance, Business Turnaround, Organizational..., Executive Management, Non-profits, New Business Development, Process Improvement, Public Speaking, Wealth Management, Asset Management, Trust Services, Endowments, Charitable Trusts, Estate Management, Strategic Financial..., Nonprofits, Portfolio Management, Strategy, Investments, Asset Managment, Mutual Funds, Investment Advisory, Asset Allocation, Retirement Planning, Alternative Investments, Securities, Investment Strategies, Trust Management, Leadership Development, Team Leadership, Financial Planning
Education
Washington University in St. Louis - Olin Business School 1982 — 1984
MBA, Finance
Culver-Stockton College 1978 — 1982
BS, Accounting & Business
Parkway West 1974 — 1978
Stuerman & Company, LLC January 2015 - Present
Greitens for Missouri February 2015 - Present
Lambda Chi Alpha Fraternity, Inc. July 2014 - Present
Hinton Rural Life Center January 2012 - December 2014
Edward Jones Trust Company March 2008 - December 2014
Edward Jones March 2008 - December 2014
Missouri Botanical Garden May 2010 - June 2013
Culver-Stockton College June 2008 - May 2013
Stuerman & Company, LLC May 2007 - March 2008
TIAA-CREF Trust Company March 2005 - April 2007
Skills
Strategic Planning, Risk Management, Corporate Governance, Business Turnaround, Organizational..., Executive Management, Non-profits, New Business Development, Process Improvement, Public Speaking, Wealth Management, Asset Management, Trust Services, Endowments, Charitable Trusts, Estate Management, Strategic Financial..., Nonprofits, Portfolio Management, Strategy, Investments, Asset Managment, Mutual Funds, Investment Advisory, Asset Allocation, Retirement Planning, Alternative Investments, Securities, Investment Strategies, Trust Management, Leadership Development, Team Leadership, Financial Planning
Education
Washington University in St. Louis - Olin Business School 1982 — 1984
MBA, Finance
Culver-Stockton College 1978 — 1982
BS, Accounting & Business
Parkway West 1974 — 1978
Patrick Morningstar, CFP®'s Edward Jones Trust Company Experience January 2007 - July 2012
Job Experienced Financial Advisor and Certified Financial planner dedicated to customized service and solutions
Industry Financial Services
Experience
Edward Jones September 2015 - Present
PNC Wealth Management July 2012 - September 2015
Edward Jones Trust Company January 2007 - July 2012
Edward Jones November 2004 - December 2006
Edward Jones August 2003 - October 2004
Skills
Portfolio Management, Financial Planning, Asset Allocation, Wealth Management, Investment Strategies, Retirement Planning, Asset Management, Trust Services, Strategic Financial..., Series 7, Risk Management, Securities, Banking, Financial Services, Mutual Funds, Management, Investments, Investment Advisory, Financial Analysis, Series 63, Wealth Management...
Education
Arizona State University - W. P. Carey School of Business 2003 — 2005
MBA
Arizona State University - W. P. Carey School of Business 1999 — 2001
Bachelor, Finance
Edward Jones September 2015 - Present
PNC Wealth Management July 2012 - September 2015
Edward Jones Trust Company January 2007 - July 2012
Edward Jones November 2004 - December 2006
Edward Jones August 2003 - October 2004
Skills
Portfolio Management, Financial Planning, Asset Allocation, Wealth Management, Investment Strategies, Retirement Planning, Asset Management, Trust Services, Strategic Financial..., Series 7, Risk Management, Securities, Banking, Financial Services, Mutual Funds, Management, Investments, Investment Advisory, Financial Analysis, Series 63, Wealth Management...
Education
Arizona State University - W. P. Carey School of Business 2003 — 2005
MBA
Arizona State University - W. P. Carey School of Business 1999 — 2001
Bachelor, Finance
Delaney Haley's Edward Jones Trust Company Experience March 2004 - January 2006
Job Senior Trust Administrator at Edward Jones
Industry Banking
Experience
Edward Jones March 2006 - Present
Edward Jones Trust Company March 2004 - January 2006
St. Louis Business Journal May 2003 - March 2004
Skills
Wealth Management, Trust Services, Retirement Planning, Business Development, Project Management, SEI Trust 3000 & CSS
Education
CANNON 2009 — 2009
Certified Trust Financial Advisor
Emporia State University 1999 — 2002
Bachelor's degree, English and Journalism
Edward Jones March 2006 - Present
Edward Jones Trust Company March 2004 - January 2006
St. Louis Business Journal May 2003 - March 2004
Skills
Wealth Management, Trust Services, Retirement Planning, Business Development, Project Management, SEI Trust 3000 & CSS
Education
CANNON 2009 — 2009
Certified Trust Financial Advisor
Emporia State University 1999 — 2002
Bachelor's degree, English and Journalism
Jeffrey Glogower's Edward Jones Trust Company Experience December 2006 - April 2012
Job Attorney at Law | Wealth Planning & Administration | Estate Planning | Polsinelli PC
Industry Law Practice
Experience
Polsinelli PC May 2012 - Present
Edward Jones Trust Company December 2006 - April 2012
Oakland County Circuit Court May 2005 - August 2005
Macomb County Prosecutors Office May 2004 - August 2004
Collins Einhorn Farrell October 2002 - August 2003
Skills
Estate Tax Planning, Wealth Management, Asset Protection, Succession Planning, Estate Planning, Trusts, Legal Research, Wills, Legal Writing, Tax Law, Tax, Trust Services, Wealth, Estate Law, Charitable Trusts, Estate Administration, Trust Management, Retirement Planning
Education
Washington University in St. Louis School of Law 2010 — 2012
LLM, Taxation
Wayne State University Law School 2003 — 2006
Juris Doctor, Law
University of Michigan 1998 — 2002
BFA, Graphic Design
Polsinelli PC May 2012 - Present
Edward Jones Trust Company December 2006 - April 2012
Oakland County Circuit Court May 2005 - August 2005
Macomb County Prosecutors Office May 2004 - August 2004
Collins Einhorn Farrell October 2002 - August 2003
Skills
Estate Tax Planning, Wealth Management, Asset Protection, Succession Planning, Estate Planning, Trusts, Legal Research, Wills, Legal Writing, Tax Law, Tax, Trust Services, Wealth, Estate Law, Charitable Trusts, Estate Administration, Trust Management, Retirement Planning
Education
Washington University in St. Louis School of Law 2010 — 2012
LLM, Taxation
Wayne State University Law School 2003 — 2006
Juris Doctor, Law
University of Michigan 1998 — 2002
BFA, Graphic Design
Erin Matis's Edward Jones Trust Company Experience August 2010 - July 2011
Job Senior Counsel at Husch Blackwell, LLP
Industry Law Practice
Experience
Husch Blackwell, LLP October 2011 - Present
Edward Jones Trust Company August 2010 - July 2011
Husch Blackwell Sanders, LLP July 2005 - July 2010
Gallop Johnson & Neuman 2000 - 2005
Skills
Estate Administration, Estate Planning, Estate Tax Planning, Tax Law, Trusts
Education
Washington University in St. Louis School of Law 1999 — 2000
LLM, Taxation
Saint Louis University School of Law 1994 — 1997
Saint Mary's College 1990 — 1993
B.A.
Greenwood 1988 — 1990
Husch Blackwell, LLP October 2011 - Present
Edward Jones Trust Company August 2010 - July 2011
Husch Blackwell Sanders, LLP July 2005 - July 2010
Gallop Johnson & Neuman 2000 - 2005
Skills
Estate Administration, Estate Planning, Estate Tax Planning, Tax Law, Trusts
Education
Washington University in St. Louis School of Law 1999 — 2000
LLM, Taxation
Saint Louis University School of Law 1994 — 1997
Saint Mary's College 1990 — 1993
B.A.
Greenwood 1988 — 1990
Dan Impens, CFA's Edward Jones Trust Company Experience 1999 - Present
Job Senior Portfolio Manager at Edward Jones Trust Company
Industry Financial Services
Experience
Edward Jones Trust Company 1999 - Present
Skills
Wealth Management, Asset Allocation, Investments, Portfolio Management, Equities, Trust Services, Asset Management, Investment Advisory, Investment Strategies
Education
Illinois State University
Edward Jones Trust Company 1999 - Present
Skills
Wealth Management, Asset Allocation, Investments, Portfolio Management, Equities, Trust Services, Asset Management, Investment Advisory, Investment Strategies
Education
Illinois State University
Mindy Hemmer, CTFA's Edward Jones Trust Company Experience March 2015 - Present
Job Team Lead, Edward Jones Trust Company
Industry Financial Services
Experience
Edward Jones Trust Company March 2015 - Present
Edward Jones Trust Company December 2011 - March 2015
First Bank 2007 - December 2011
First Bank 2002 - 2007
Skills
Wealth Management
Education
Missouri Baptist University 2005 — 2009
Bachelors of Science, Major in Accounting and Business Administration
Edward Jones Trust Company March 2015 - Present
Edward Jones Trust Company December 2011 - March 2015
First Bank 2007 - December 2011
First Bank 2002 - 2007
Skills
Wealth Management
Education
Missouri Baptist University 2005 — 2009
Bachelors of Science, Major in Accounting and Business Administration
Joel Vollmer, CSOP's Edward Jones Trust Company Experience March 2008 - Present
Job Risk and Compliance Officer Edward Jones
Industry Financial Services
Experience
Edward Jones July 2011 - Present
Edward Jones Trust Company March 2008 - Present
A.G. Edwards & Sons, Inc. September 1990 - March 2008
Skills
Account Reconciliation, Wealth Management, Accounting, Auditing, Securities, Financial Risk, Leadership, Analysis
Education
University of Missouri-Columbia 1985 — 1990
Edward Jones July 2011 - Present
Edward Jones Trust Company March 2008 - Present
A.G. Edwards & Sons, Inc. September 1990 - March 2008
Skills
Account Reconciliation, Wealth Management, Accounting, Auditing, Securities, Financial Risk, Leadership, Analysis
Education
University of Missouri-Columbia 1985 — 1990
Brooke Lunt's Edward Jones Trust Company Experience November 2007 - Present
Job Business Development Officer at Edward Jonest Trust Company
Industry Financial Services
Experience
Edward Jones Trust Company November 2007 - Present
Education
Saint Louis University School of Law 2004 — 2007
JD, Estate Planning
Edward Jones Trust Company November 2007 - Present
Education
Saint Louis University School of Law 2004 — 2007
JD, Estate Planning
Leatrice Polityka's Edward Jones Trust Company Experience April 2013 - Present
Job Trust Officer, Edward Jones Trust Company, St. Louis MO
Industry Financial Services
Experience
Edward Jones Trust Company April 2013 - Present
U.S. Bank, N.A. November 1998 - March 2013
Skills
Wealth Management, Portfolio Management, Estate Planning, Asset Managment, Retirement Planning, Asset Management, Wealth, Securities, Investment Advisory, Banking, Alternative Investments, Strategic Financial..., Investments, Investment Strategies, Wealth Management..., IRAs, Asset Allocation
Education
University of Nebraska-Lincoln 1967 — 1973
BS, JD, English Education and Law
Edward Jones Trust Company April 2013 - Present
U.S. Bank, N.A. November 1998 - March 2013
Skills
Wealth Management, Portfolio Management, Estate Planning, Asset Managment, Retirement Planning, Asset Management, Wealth, Securities, Investment Advisory, Banking, Alternative Investments, Strategic Financial..., Investments, Investment Strategies, Wealth Management..., IRAs, Asset Allocation
Education
University of Nebraska-Lincoln 1967 — 1973
BS, JD, English Education and Law
Carolyn Parmer's Edward Jones Trust Company Experience 2001 - 2005
Job Owner at Goldilocks Solutions
Industry Individual & Family Services
Experience
Goldilocks Solutions December 2013 - Present
Edward Jones 2003 - 2009
Edward Jones Trust Company 2001 - 2005
Skills
Estate Planning, Wealth Management, Retirement Planning, Public Speaking, Community Service, Long Distance Running, Volunteer Management, Retirement, Trusts, Wealth, Estate Tax Planning, Wills, Long-term Care, Management, Team Building, Customer Service, Coaching, Leadership
Education
University of Kansas School of Law 1984 — 1987
JD, Emphasis in estate planning and business law
University of Saint Mary 1980 — 1984
BA, English and History
Conrad High School 1976 — 1980
Conrad High School
Goldilocks Solutions December 2013 - Present
Edward Jones 2003 - 2009
Edward Jones Trust Company 2001 - 2005
Skills
Estate Planning, Wealth Management, Retirement Planning, Public Speaking, Community Service, Long Distance Running, Volunteer Management, Retirement, Trusts, Wealth, Estate Tax Planning, Wills, Long-term Care, Management, Team Building, Customer Service, Coaching, Leadership
Education
University of Kansas School of Law 1984 — 1987
JD, Emphasis in estate planning and business law
University of Saint Mary 1980 — 1984
BA, English and History
Conrad High School 1976 — 1980
Conrad High School
David Rath, JD, CFP®'s Edward Jones Trust Company Experience January 2005 - July 2006
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Bank of America Corporation September 2013 - Present
Stifel Financial Corp. July 2009 - September 2013
Wachovia July 2006 - July 2009
Edward Jones Trust Company January 2005 - July 2006
Skills
Estate Planning, Investments, Wealth Management, Retirement Planning, Finance, Financial Planning, Portfolio Management, Financial Services, Mutual Funds, Strategy, Management Consulting, Mergers & Acquisitions, Due Diligence, Legal Writing, Real Estate, 401k Rollovers
Education
Saint Louis University School of Law 2001 — 2004
Doctor of Law (JD)
Saint Louis University 1996 — 2000
BA, English
St. Xavier High School - Louisville, KY 1992 — 1996
High School
Merrill Lynch Wealth Management, Bank of America Corporation September 2013 - Present
Stifel Financial Corp. July 2009 - September 2013
Wachovia July 2006 - July 2009
Edward Jones Trust Company January 2005 - July 2006
Skills
Estate Planning, Investments, Wealth Management, Retirement Planning, Finance, Financial Planning, Portfolio Management, Financial Services, Mutual Funds, Strategy, Management Consulting, Mergers & Acquisitions, Due Diligence, Legal Writing, Real Estate, 401k Rollovers
Education
Saint Louis University School of Law 2001 — 2004
Doctor of Law (JD)
Saint Louis University 1996 — 2000
BA, English
St. Xavier High School - Louisville, KY 1992 — 1996
High School
Gabriel Wilson, AAMS®, CFP®'s Edward Jones Trust Company Experience October 2011 - September 2013
Job Edward Jones Client Consultation Group Case Manager
Industry Financial Services
Experience
Edward Jones September 2013 - Present
Edward Jones Trust Company October 2011 - September 2013
Edward Jones February 2007 - October 2011
Edward Jones February 2006 - February 2007
Edward Jones March 2004 - February 2006
Skills
Series 7, Series 63, Retirement Planning, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, IRAs, Fixed Annuities, Investment Strategies, Strategic Financial..., Investments, Portfolio Management, Life Insurance, Estate Planning
Education
University of Missouri-Columbia, College of Business 2000 — 2003
Bachelor of Science, Management
Southeast Missouri State University 1997 — 2000
Edward Jones September 2013 - Present
Edward Jones Trust Company October 2011 - September 2013
Edward Jones February 2007 - October 2011
Edward Jones February 2006 - February 2007
Edward Jones March 2004 - February 2006
Skills
Series 7, Series 63, Retirement Planning, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, IRAs, Fixed Annuities, Investment Strategies, Strategic Financial..., Investments, Portfolio Management, Life Insurance, Estate Planning
Education
University of Missouri-Columbia, College of Business 2000 — 2003
Bachelor of Science, Management
Southeast Missouri State University 1997 — 2000
Brooke Lunt's Edward Jones Trust Company Experience July 2014 - Present
Job Attorney, Trust and Estates
Industry Law Practice
Experience
Edward Jones Trust Company July 2014 - Present
Edward Jones Trust Company February 2014 - July 2014
Edward Jones Trust Company November 2007 - February 2014
Skills
Estate Planning, Trust Services, Wealth Management, Business Development, Retirement Planning, Investments, Financial Services, Portfolio Management
Education
Saint Louis University 2004 — 2007
Juris Doctorate, Law
Edward Jones Trust Company July 2014 - Present
Edward Jones Trust Company February 2014 - July 2014
Edward Jones Trust Company November 2007 - February 2014
Skills
Estate Planning, Trust Services, Wealth Management, Business Development, Retirement Planning, Investments, Financial Services, Portfolio Management
Education
Saint Louis University 2004 — 2007
Juris Doctorate, Law
Chelli McCurdy, CTFA's Edward Jones Trust Company Experience January 2007 - March 2013
Job Assistant Vice President/Trust Officer at The Commerce Trust Company
Industry Banking
Experience
The Commerce Trust Company July 2013 - Present
Junior Achievement 2008 - 2015
Edward Jones Trust Company January 2007 - March 2013
Estate Plan Strategies, LLC April 2001 - May 2003
Stone, Leyton & Gershman 1999 - 2000
Collins & Bellenghi, LLP March 1993 - June 1997
Skills
Charitable Trusts, Trusts, Trust Services, Investment Advisory, Asset Allocation, Finance, Investments, Funding, Special Needs Trusts, Estate Planning, Wealth Management, Banking, Asset Management, Wealth Management..., Financial Services
Education
University of Missouri-Saint Louis 2003 — 2006
Bachelor of Science, Criminology/Criminal Justice
Coastline Community College
Associate’s Degree, Paralegal Certificate
The Commerce Trust Company July 2013 - Present
Junior Achievement 2008 - 2015
Edward Jones Trust Company January 2007 - March 2013
Estate Plan Strategies, LLC April 2001 - May 2003
Stone, Leyton & Gershman 1999 - 2000
Collins & Bellenghi, LLP March 1993 - June 1997
Skills
Charitable Trusts, Trusts, Trust Services, Investment Advisory, Asset Allocation, Finance, Investments, Funding, Special Needs Trusts, Estate Planning, Wealth Management, Banking, Asset Management, Wealth Management..., Financial Services
Education
University of Missouri-Saint Louis 2003 — 2006
Bachelor of Science, Criminology/Criminal Justice
Coastline Community College
Associate’s Degree, Paralegal Certificate
Shanise Evans's Edward Jones Trust Company Experience 2001 - 2003
Job JD/MBA Estates and Trusts/Probate Attorney
Industry Financial Services
Experience
Evans Law Office, LLC 2006 - 2013
Bank of America 2009 - 2012
Saint Louis University 2003 - 2006
Edward Jones Trust Company 2001 - 2003
Bank of America 2000 - 2001
A.G. Edwards Trust Company 1998 - 2000
Skills
Investments, Portfolio Management, Legal, Philanthropy, Planned G, Grant Administration, Fiduciary Services, Investment Advisory, Asset Allocation, Wealth Management, Charities, Estate Planning, Financial Services, Financial Advisory, Grant Writing, Investment Management, Nonprofits, Planned Giving, Trust Services, Wealth, Fundraising, Trusts, Wealth Management..., High Net Worth..., Stewardship, Investment Strategies
Education
Saint Louis University School of Business 1994 — 1998
M.B.A
Saint Louis University School of Law 1994 — 1998
Doctor of Law (J.D.)
Truman State University 1990 — 1994
B.A, Business Administration – Marketing
Evans Law Office, LLC 2006 - 2013
Bank of America 2009 - 2012
Saint Louis University 2003 - 2006
Edward Jones Trust Company 2001 - 2003
Bank of America 2000 - 2001
A.G. Edwards Trust Company 1998 - 2000
Skills
Investments, Portfolio Management, Legal, Philanthropy, Planned G, Grant Administration, Fiduciary Services, Investment Advisory, Asset Allocation, Wealth Management, Charities, Estate Planning, Financial Services, Financial Advisory, Grant Writing, Investment Management, Nonprofits, Planned Giving, Trust Services, Wealth, Fundraising, Trusts, Wealth Management..., High Net Worth..., Stewardship, Investment Strategies
Education
Saint Louis University School of Business 1994 — 1998
M.B.A
Saint Louis University School of Law 1994 — 1998
Doctor of Law (J.D.)
Truman State University 1990 — 1994
B.A, Business Administration – Marketing
Angela Link's Edward Jones Trust Company Experience 2007 - Present
Job Risk Manager at Edward Jones
Industry Financial Services
Experience
Edward Jones Trust Company 2007 - Present
Edward Jones Trust Company 2005 - 2007
Edward Jones Trust Company 1999 - 2005
Skills
Portfolio Management, Investments, Mutual Funds, Wealth Management, Risk Management, Equities, Asset Allocation, Fixed Income, Asset Management, Securities, Financial Services, Bonds
Education
Saint Louis University
Master of Business Administration (MBA), Finance, General
University of Missouri-Columbia
BJ, Journalism
Edward Jones Trust Company 2007 - Present
Edward Jones Trust Company 2005 - 2007
Edward Jones Trust Company 1999 - 2005
Skills
Portfolio Management, Investments, Mutual Funds, Wealth Management, Risk Management, Equities, Asset Allocation, Fixed Income, Asset Management, Securities, Financial Services, Bonds
Education
Saint Louis University
Master of Business Administration (MBA), Finance, General
University of Missouri-Columbia
BJ, Journalism
Edward Jones
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ