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Brian Donnelly, Financial Advisor

FINANCIAL ADVISOR
Brian C Donnelly

CFP®, CIMA®
1 Mid Rivers Mall Drive, Suite 140, St Peters, MO 63376opens in a new window
Referrals Only
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Employee Stock Options
  • Estate & Legacy Strategies
  • College Savings
  • Military Professionals & Veterans

About Brian

I have been a financial advisor with Edward Jones since January of 2007.

I served six honorable years in the United States Marine Corps with a tour in Iraq in 2004.

I earned my BS in business administration with an emphasis in finance from the University of Missouri. I currently hold the Series 7 and 66 securities registrations and Life and Health licenses and earned my CFP® certification in 2017.

In 2022, I was honored to be recognized as a Next-Gen Best-In-State Wealth Advisor by Forbes and SHOOK Research*.

In 2024, I earned the Certified Investment Management Analyst® designation. This is administered by the...

Work History

  • Edward JonesJanuary 2007 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CIMA®

    Certified Investment Management Analyst®

Education

  • Univ of Missouri-ColumbiaBachelor of Business Admin

Team Members

  • Peggy Tiedemann
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri Closed for Holiday
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(636) 278-1264

Fax

(888) 368-2280

Office Address

1 Mid Rivers Mall Drive
Suite 140
St Peters, MO 63376opens in a new window

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