portrait of Brian C Donnelly
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

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CIMA®

    Certified Investment Management Analyst®

Team Members

  • Jane Gulledge
    Sr. Branch Office Administrator
  • 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 08:00AM - 03:00PM
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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