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Neil Hershey, Financial Advisor

FINANCIAL ADVISOR
Neil Hershey

CFP®
191 Watson Plaza, St Louis, MO 63126opens in a new window
Referrals Only
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • College Savings

About Neil

I believe the work that we do – partnering with individuals, families and business owners so that they can reach their objectives on their own terms – is truly amazing.

At our practice, we begin by developing a deep understanding of what is most important to you. We ask many questions and we listen intently.

You might have some of your own questions right now at this moment.
- How do I know if I am saving enough for retirement?
- Which investments could help lower my taxes?
- What costs are involved in investing?
- I'm retiring in five years; how do I begin to...

Work History

  • Edward JonesMarch 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Texas Tech UniversityMaster of Education
  • Texas Tech UniversityBachelors

Personal Interests

  • Golfing
  • Technology
  • Cooking
  • Traveling
  • Community Outreach

Team Members

  • Regan Parson
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 03:30PM
Tue 08:30AM - 03:30PM
Wed 08:30AM - 03:30PM
Thu 08:30AM - 03:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(314) 965-0374

Fax

(877) 332-6475

Office Address

191 Watson Plaza
St Louis, MO 63126opens in a new window

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