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portrait of Bethany L Altis
FINANCIAL ADVISOR

Bethany L Altis

CFP®
485 Wildwood Parkway Suite 1, Ballwin, MO 63011opens in a new window
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About Bethany

As an Edward Jones financial advisor, my primary goal is to understand what is important to you. Whether that includes putting your children through college, making sure you’ve saved enough for retirement, leaving something for your heirs or something else, I can help you prioritize your needs and define your goals. Using my established process, we can build a personalized strategy to help you reach those goals.

I began my career at Edward Jones in 2015, working in the operations area at our home office, where I gained a deeper understanding of the financial industry. Wanting to share my knowledge and...

Focus Areas

  • Retirement Savings Strategies
  • College Savings
  • Portfolio Reviews
  • Estate & Legacy Strategies

Work History

  • Edward JonesDecember 2015 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of Missouri-St LouisBachelor of Business Admin

Team Members

  • Brittany Polley
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(636) 594-5521

Fax

(877) 312-6670

Office Address

485 Wildwood Parkway Suite 1
Ballwin, MO 63011opens in a new window

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