portrait of Karissa Mooney

About Karissa

I've always had a passion for helping others, which led me to a career as a financial advisor at Edward Jones. After over a decade of experience, I think of myself as a partner and mentor to my clients, helping them to navigate through life events and investment decisions, so they have confidence in their future. I focus on financial strategies that put my clients, their family and their goals at the center. I enjoy my work most when I help them to make a plan that allows them to have fulfillment in life.

I graduated cum laude from Truman State...

Focus Areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • College Savings

Work History

  • Edward JonesJune 2011 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Truman State UniversityBachelor of Business Admin

Personal Interests

  • Bowling
  • Spending Time with Family
  • Community Outreach
  • Pets
  • Board Games

Team Members

  • April Ford
    Sr. Branch Office Administrator
  • Hannah Jennings
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

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