Four Seasons Wealth Management

Description

Address: 3 Cityplace Dr #590, Creve Coeur, MO 63141 Hours: Opens soon ⋅ 8AM Thursday8AM–5PMFriday8AM–4PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (314) 238-4767Place name: : : Website: : : Category: : : Website: http://www.4swm.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Four Seasons Wealth Management Posting publicly on the Web Write a review Reviews 1 Google review

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Four Seasons Wealth Management Employees

Employee
Years
Job
Industry
Stephen Wedel, CFP®, CFS, Founding Partner Stephen Wedel, CFP®, CFS, Founding Partner Saint Louis, Missouri Details
Stephen Wedel, CFP®, CFS, Founding Partner's Four Seasons Wealth Management Experience October 1983 - Present
Job CERTIFIED FINANCIAL PLANNER™ at Four Seasons Wealth Management
Industry Financial Services
Experience
Easter Seals Midwest  2011 - Present
Viper Club of America   1995 - Present
Four Seasons Wealth Management   October 1983 - Present

Skills
CERTIFIED FINANCIAL..., CERTIFIED FUNDS..., Investments, Securities, Financial Advisory, Strategic Financial...

Education
Institute of Business & Finance - LaJolla, California   1995 — 1995
Certified Fund Specialist (CFS), Investments and Securities

College of Financial Planning - Denver, Colorado   1986 — 1986
Certified Financial Planner, Finance and Financial Management Services

University of Iowa   1977 — 1980
Finance

Drake University   1974 — 1976
Bachelor of Science (BS), Political Science and Government

Dale Terrell Dale Terrell Greater St. Louis Area Details
Dale Terrell's Four Seasons Wealth Management Experience November 2013 - Present
Job Partner/Wealth Manager at Four Seasons Wealth Management
Industry Financial Services
Experience
Four Seasons Wealth Management   November 2013 - Present
Terrell Financial Group   March 2006 - October 2013
Hewlett-Packard  2004 - 2008
Compuware  2002 - 2005
Carlson Companies, Inc.   1990 - 1995

Education
Maryville University of Saint Louis   1986 — 1989
MBA, Business

Lindenwood University   1976 — 1980
BA, Marketing

Daniel Jordan Klein, CFP® Daniel Jordan Klein, CFP® Saint Louis, Missouri Details
Daniel Jordan Klein, CFP®'s Four Seasons Wealth Management Experience April 2009 - Present
Job CERTIFIED FINANCIAL PLANNER ™ at Four Seasons Wealth Management
Industry Financial Services
Experience
Four Seasons Wealth Management   April 2009 - Present
Royal Alliance Associates, Inc.   September 1997 - April 2009

Skills
Retirement, Wealth Management, Investments, Financial Advisory, Financial Planners, Series 7, Wealth Management..., Pensions, Insurance, Investment Management, Disability Insurance, Long-term Care

Education
Tulane University   1989 — 1993
Bachelor of Science (BS) in Management, with an emphasis in Accounting

Ladue High School   1985 — 1989
Undergraduate

David Ladd David Ladd Saint Louis, Missouri Details
David Ladd's Four Seasons Wealth Management Experience August 2008 - Present
Job Director of Compliance and Planning at Four Seasons Wealth Management
Industry Financial Services
Experience
Four Seasons Wealth Management   August 2008 - Present
PNC Investments (Unofficial)   December 2006 - August 2008
Ameriprise Financial Services, Inc.   August 2005 - December 2006

Education
Maryville University of Saint Louis   2008 — 2010
Master of Business Administration (MBA)

Wright State University   2000 — 2005
B.S. in Financial Services

Dennis Bielik, M.A. CAPM Dennis Bielik, M.A. CAPM Greater St. Louis Area Details
Dennis Bielik, M.A. CAPM's Four Seasons Wealth Management Experience September 2015 - Present
Job Director of Operations & Strategy at Four Seasons Wealth Management
Industry Financial Services
Experience
Four Seasons Wealth Management   September 2015 - Present
Scottrade  May 2014 - July 2015
TD Ameritrade  2011 - May 2014
TD Ameritrade  June 2012 - December 2012
TD Ameritrade  August 2011 - November 2011
Page Parkes Management  October 2008 - August 2011
TD Ameritrade  2011 - 2011
Intregrated Entertainment Group   March 2008 - June 2009

Skills
Investments, Leadership, Finance, Options Strategies, Management, Modeling, Acting, Options, Stock Trading, Sales, Portfolio Management, JavaScript, Mutual Funds, Microsoft Office, Registered Investment..., Trading, CSS, Equities, Athletic Training, Foreign Exchange..., PHP, Series 7, Strategy, Customer Service, Financial Services, Russian, HTML scripting, Risk Management, Futures, Securities, New Business Development, Financial Analysis, Project Management

Education
The University of Texas at Arlington   2009 — 2011
Master's degree, International Relations and Political Economics, 3.78

The University of Texas at Arlington   2006 — 2009
Bachelor of Applied Science (B.A.Sc.), Psychology, 3.2

The University of Texas at Arlington   2006 — 2009
Bachelor's degree, Political Science/International Relations, 3.4

Carthage College   2003 — 2004
N/A, Sports Management

Gwendolyn Hood Gwendolyn Hood Greater St. Louis Area Details
Gwendolyn Hood's Four Seasons Wealth Management Experience April 2014 - Present
Job Specialist in Marketing, Strategy & Social Media | Management Consultant for Small Businesses
Industry Marketing and Advertising
Experience
Four Seasons Wealth Management   April 2014 - Present
First 6 Creative, LLC   February 2013 - Present
BHS Global, Ltd.   October 2012 - October 2013
Nordstrom  October 2011 - August 2012
Hettich International   March 2011 - July 2011
Cervantes & Associates   February 2005 - July 2010

Skills
Market Analysis, Marketing Strategy, Market Research, Competitive Analysis, Demand Planning, Data Analysis, Sales Analysis, Creative Solutions, Marketing, Project Management, Presentation Development, Social Media, Written & Oral..., Business Strategy, Strategic Planning, Management, Management Consulting, Entrepreneurship, Strategy, Public Relations, Analysis, Marketing Research, Training, Brand Management, International Business, Human Resources, Social Media Marketing, Research, CRM, Time Management, Marketing Communications, Business Planning

Education
Purdue University - Krannert School of Management   2010 — 2011
MBA, International Business

Leibniz Universität   2010 — 2011
MBA, International Business

University of Missouri-Saint Louis
Bachelor of Arts (B.A.), Philosophy

University of Puget Sound
(no degree)

Clayton High School

Kelly Jentes Kelly Jentes Saint Louis, Missouri Details
Kelly Jentes's Four Seasons Wealth Management Experience February 2013 - July 2013
Job Securities Operations Services Specialist III at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  April 2014 - March 2015
Wells Fargo Advisors  January 2014 - April 2014
Wells Fargo Advisors  July 2013 - December 2013
Four Seasons Wealth Management   February 2013 - July 2013
Shepherd Financial Partners  April 2012 - February 2013
MK-Accounting, LLC   August 2012 - January 2013
Wells Fargo Advisors  November 2010 - March 2012
Edward Jones  October 2000 - March 2010
Courtyard by Marriott Westport   March 1998 - October 2000

Skills
Customer Service, Outlook, Customer Relations, Microsoft Word, Team Building, New Business Development, Marketing, Strategic Planning, Event Planning, Insurance, Public Relations, Business Development, Project Planning, Management, Account Management, Sales, Contract Negotiation, Hospitality, Start-ups, Marketing Strategy

Education
Central Missouri State University   1994 — 1997
Bachelor of Science

Jordan Grey Jordan Grey Greater St. Louis Area Details
Jordan Grey's Four Seasons Wealth Management Experience December 2010 - June 2011
Job Account Manager at Netsync Network Solutions
Industry Information Technology and Services
Experience
Netsync Network Solutions  March 2015 - Present
Netsync Network Solutions  January 2013 - March 2015
Cassidy Turley  February 2012 - January 2013
Four Seasons Wealth Management   December 2010 - June 2011
Ameritime   June 2008 - December 2010

Skills
Sales, Cloud Computing, Management, Time Management, Data Center, Customer Service, Human Resources, Salesforce.com, Networking, CRM, Marketing, Account Management, Facilities Management, Project Coordination, Vendor Management, Finance

Education
University of Missouri-Columbia, College of Business   2004 — 2008
Business Administration, Marketing and Finance

Lafayette High School   2000 — 2004
High School

Bill Kallaos Jr. Bill Kallaos Jr. Greater St. Louis Area Details
Bill Kallaos Jr.'s Four Seasons Wealth Management Experience November 2009 - Present
Job Financial Advisor at Four Seasons Wealth Management
Industry Financial Services
Experience
Four Seasons Wealth Management   November 2009 - Present
Merrill Lynch  February 2003 - November 2009
Morgan Stanley Dean Witter  March 2001 - January 2003

Skills
Retirement Planning, Wealth Management, Estate Planning, Investment Strategies, Wealth, Financial Advisory, Securities, Financial Planners, Investment Management, Financial Services, FINRA, Series 7

Education
The University of Kansas   1996 — 2000
Bachelor of Science, Business Administration

Gregory Anderson, CFP® Gregory Anderson, CFP® Orlando, Florida Area Details
Gregory Anderson, CFP®'s Four Seasons Wealth Management Experience May 2011 - May 2013
Job Financial Professional
Industry Financial Services
Experience
Financial Professional  May 2013 - Present
Four Seasons Wealth Management   May 2011 - May 2013
Fifth Third Securities  April 2010 - February 2012
Ameriprise Financial Services, Inc.   March 2009 - April 2010
Merrill Lynch  July 2007 - January 2009
Pattonville School District  August 2001 - June 2007
Cuyama Joint Unified School District   August 1998 - June 2001

Education
California Polytechnic State University-San Luis Obispo   1991 — 1997

Sara Wade Sara Wade Greater St. Louis Area Details
Sara Wade's Four Seasons Wealth Management Experience July 2013 - November 2013
Job Corporate Account Executive
Industry Retail
Experience
Fry-Wagner Moving & Storage  November 2013 - March 2015
Four Seasons Wealth Management   July 2013 - November 2013
Sallie Mae  February 2013 - July 2013
H&R Block  December 2012 - 2013
Brockmeyer Law Offices   2011 - 2012
Embassy Suites Hotel and Spa   2011 - 2011

Skills
Time Management, Sales, Human Resources, Negotiation, Payroll, Event Planning, Event Management, Strategic Planning, Customer Satisfaction, Social Networking, Account Management, Inventory Management, Teamwork, Microsoft Office, Microsoft Excel, Research, Public Speaking, PowerPoint, Microsoft Word, Training, Non-profits, Public Policy, Public Relations, Customer Service, Social Media, Community Outreach, Nonprofits, Accounts Receivable, Invoicing, Analysis, Advertising, Small Business, Accounting, Process Scheduler, Budgets, Leadership, Credit, Management, Data Entry, Team Building, Software Documentation, Marketing, Team Leadership, Supervisory Skills, Coaching, Retail, Fundraising, Customer Retention, Social Media Marketing, Project Planning

Education
O’Fallon Township High School – St. Clair, O’Fallon Illinois
High School Diploma, General Studies

St Charles Community College

John Gallia Jr. CFP® John Gallia Jr. CFP® Greater St. Louis Area Details
John Gallia Jr. CFP®'s Four Seasons Wealth Management Experience August 2014 - Present
Job CERTIFIED FINANCIAL PLANNER™ at Four Seasons Wealth Management
Industry Financial Services
Experience
Four Seasons Wealth Management   August 2014 - Present
St. Charles Financial Services, LLC & Webb Insurance   March 2014 - June 2014
Edward Jones  February 2009 - March 2014
Edward Jones  March 2004 - February 2009
Wireless Retail Inc  October 2001 - March 2004

Education
Lindenwood University   2004 — 2006
MBA, Business

BA Lindenwood University   2001 — 2003
BA, Business Administration

DePaul University   2009 — 2010
CFP®

Christian Brothers High School (CBC)   1995 — 1999
High School

Danton Troyer, CFP® Danton Troyer, CFP® Greater St. Louis Area Details
Danton Troyer, CFP®'s Four Seasons Wealth Management Experience April 2008 - Present
Job CERTIFIED FINANCIAL PLANNER™ and partner at Four Seasons Wealth Management
Industry Financial Services
Experience
Four Seasons Wealth Management   April 2008 - Present
Ameriprise Financial  January 2006 - April 2008
T-Mobile  2003 - 2005
Farmers Insurance  June 2004 - August 2004

Education
College For Financial Planning   2009 — 2009
CFP Certification Professional Education Program, Estate Planning, Tax Planning, Investment Planning, Financial Planning and Insurance

College For Financial Planning   2007 — 2007
Chartered Retirement Planning Council

Missouri State University   2001 — 2005
Bachelor of Science, Marketing

Francis Howell Central

Mark Ofreneo Mark Ofreneo Saint Louis, Missouri Details
Mark Ofreneo's Four Seasons Wealth Management Experience August 2014 - January 2015
Job Financial Services Professional at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group  February 2015 - Present
Four Seasons Wealth Management   August 2014 - January 2015
Archer Wealth Management   May 2013 - December 2013
Heartland Bank  May 2012 - May 2013
AMP Agency  August 2011 - October 2011
Northwestern Mutual  May 2011 - August 2011
HOLLISTER CO  January 2011 - May 2011
Memorial Medical Center  August 2009 - December 2009

Skills
Sales, Microsoft Office, Finance, Microsoft Word, Banking, Microsoft Excel, Customer Service, PowerPoint, Time Management, Social Media, Leadership, Public Speaking, Access, Insurance, Credit

Education
Saint Louis University   2010 — 2014
BS, Finance

Sacred Heart Griffin High School   2006 — 2010

Spencer Wilmes Spencer Wilmes O Fallon, Missouri Details
Spencer Wilmes's Four Seasons Wealth Management Experience May 2015 - Present
Job Student at Drury University studying finance and playing baseball
Industry Higher Education
Experience
Four Seasons Wealth Management   May 2015 - Present
Drury University  August 2012 - Present

Education
Drury University   2012 — 2016
Bachelor’s Degree, Banking, Corporate, Finance, and Financial Planning., Senior

Jacob Hower Jacob Hower Ballwin, Missouri Details
Jacob Hower's Four Seasons Wealth Management Experience 2013 - Present
Job Four Seasons Wealth Management
Industry Financial Services
Experience
Four Seasons Wealth Management   2013 - Present
Lutheran Church Extension Fund, LCEF  2012 - 2013
Edward Jones  July 2011 - August 2012

Skills
Education, Training, Writing, Financial Services, Wealth Management, Finance, Volunteer Management, Investment Advisory, Strategic Planning, Leadership, Leadership Development, Management, Coaching, Community Outreach, Fundraising, Nonprofits, Customer Service, Public Relations, Team Building, Public Speaking

Education
Concordia University-Wisconsin   1998 — 2001
Bachelor of Arts (B.A.), Pastoral Studies/Counseling

Sara Schack Sara Schack Greater St. Louis Area Details
Sara Schack's Four Seasons Wealth Management Experience August 2009 - April 2011
Job Advisor Assistant at Axius Financial
Industry Financial Services
Experience
Axius Financial  April 2011 - Present
Four Seasons Wealth Management   August 2009 - April 2011

Education
Parkway North High School

Southwest Missouri State University
Education

University of Missouri-Saint Louis

Germone Gadsden Germone Gadsden Charleston, South Carolina Area Details
Germone Gadsden's Four Seasons Wealth Management Experience September 2011 - July 2012
Job Wealth Manager and 401(k) Advisor
Industry Financial Services
Experience
Integrity Financial Corporation  September 2014 - Present
The Gadsden Group   January 2012 - Present
Four Seasons Wealth Management   September 2011 - July 2012
Ameriprise Financial Services, Inc.   2008 - 2009
Edward Jones  2002 - 2008

Skills
Retirement Income..., Estate Planning, Alternative Investments, Asset Management, Risk Management, Investment Advisory, Charitable Giving, Succession Planning, Asset Managment, Long-term Care, Series 7, Mutual Funds, Retirement Planning, Portfolio Management, Retirement, Charities, Investments, Financial Advisory, Trading, Strategic Financial..., Wealth Management, Fixed Annuities, Business Planning, Financial Analysis, Series 63, Securities, Asset Allocation, Financial Planning, Finance, Financial Services, Leadership, Management, 401k, Wealth, Public Speaking, Small Business, Investment Strategies, Insurance, Strategic Planning

Education
Saint Louis University   2007 — 2009
MBA, International Business

The Citadel   1994 — 1998
B.S., Business Administration

Donovan Gray Donovan Gray Greater St. Louis Area Details
Donovan Gray's Four Seasons Wealth Management Experience Market AnalystCharles SchwabMay 2011 - Present
Job Market Analyst at Charles Schwab
Industry Financial Services
Experience
Four Seasons Wealth Management   Market AnalystCharles SchwabMay 2011 - Present
Edward Jones  June 2004 - February 2007

Education
Webster University   2009 — 2011
Masters, Finance

John Brown University   2000 — 2004
B.S, Business Information Systems

Chris Seiffert Chris Seiffert Wentzville, Missouri Details
Chris Seiffert's Four Seasons Wealth Management Experience May 2012 - Present
Job Insurance Consultant at Four Seasons Wealth Management
Industry Financial Services
Experience
Four Seasons Wealth Management   May 2012 - Present

Education
University of Missouri-Columbia
Financial Planning and Services