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portrait of John J Puricelli
FINANCIAL ADVISOR

John J Puricelli

CFP®
16090 Swingley Ridge Rd, Suite 200, Chesterfield, MO 63017opens in a new window
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About John

I am a CFP® professional and the father of four children, two with Special Needs. By necessity, I am experienced in Special Needs strategies including SSI, SSDI, Medicaid, Medicare and a variety of other state level benefit programs. Many of our clients have referred their friends or family who just need some basic advice on Special Needs issues. Some of those families went on to become clients; others just needed some initial help on where to get started. I am happy to help either way.

Both of my grandfathers were small business owners. I enjoy working with employers that offer 401(k),...

Focus Areas

  • Special Needs Financial Considerations
  • Estate & Legacy Strategies
  • Divorce Finances
  • Retirement Income Strategies

Work History

  • Edward JonesJune 2010 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Washington UniversityMaster of Business Admin
  • Southeast Missouri State UnivBachelor of Science

Personal Interests

  • Curling
  • Genealogy
  • Personal Fitness

Team Members

  • Maria Kennedy
    Branch Office Administrator
    FPQP®
  • Elisabeth Held
    Branch Office Administrator

Send Me a Message

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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

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(636) 391-0400

Fax

(888) 643-5413

Office Address

16090 Swingley Ridge Rd
Suite 200
Chesterfield, MO 63017opens in a new window

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