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Andrea Trapet, Financial Advisor

FINANCIAL ADVISOR
Andrea Trapet

CFP®, AAMS™
68 Crestwood Executive Ctr, Saint Louis, MO 63126opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Divorce Finances
  • Insurance & Annuities
  • Sustainable investing
  • Business Retirement Plans

About Andrea

I'm focused on helping you determine which financial goals are important to you and your family and providing ongoing support to help you succeed. My background in the corporate world and experience as a business owner allows me to understand and offer personal financial advice to new and established professionals and retirees, as well as entrepreneurs. By first getting to know you, I strive to provide an ideal client experience.

I am here to support you in reaching your goals in a way that is comfortable for you. Understanding that and providing an experience that is tailored to you is what...

Work History

  • Edward JonesDecember 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Washington UniversityMaster of Business Admin
  • Univ of Missouri-ColumbiaBachelor of Engineering

Personal Interests

  • Active Lifestyle
  • Reading
  • Traveling
  • Volunteering
  • Gardening

Team Members

  • Megan Webster
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

Additional Hours

  • Web Conferencing

Phone

(314) 351-7194

Fax

(877) 577-5972

Office Address

68 Crestwood Executive Ctr
Saint Louis, MO 63126opens in a new window

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