portrait of Karen B Steppler-Krieg

About Karen

I have been with Edward Jones since 1996. I started as a branch office administrator, became a financial advisor in 2001 and was made a limited partner in 2015. To better serve my clients, I have earned the CFP® certification, which required me to pass a series of rigorous exams, commit to continuous learning and agree to comply with the highest standards of ethics and professional responsibility. Originally from Brooklyn, New York, I graduated from Brooklyn College in 1974, moved to Maryland in 1989 and currently live in Edgewater with my dog, cats and birds.

I take the time to get...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Insurance & Annuities

Work History

  • Edward JonesDecember 1996 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • City University of New YorkBachelors

Personal Interests

  • Tai Chi
  • Health & Nutrition
  • Motorcycles
  • Gardening
  • Pets

Team Members

  • Andrew Jones
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

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