Steve Geyer, Financial Advisor

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

About Steve

In 2004, I joined Edward Jones as a financial advisor. I am honored to have been with this company for so long, and grateful to be able to help so may clients achieve their own financial goals during this time. Since I understand every client is unique, I believe it is important to invest my time to understand what you are working toward before you invest your money. No matter what your personal goal is, we can work together to develop specific strategies to help achieve it.

To help serve my clients, I have received the CFP® certification and the...

Work History

  • Edward JonesMarch 2004 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Texas-San AntonioBachelors

Personal Interests

  • Baseball
  • Cooking
  • Golfing
  • Volleyball
  • Active Lifestyle

Team Members

  • Theresa Kainer
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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