portrait of Emil Rotaeche

About Emil

As a financial advisor with Edward Jones, it is my personal responsibility to understand my clients' financial needs and work with them to identify personalized strategies to help them achieve their goals. I take pride in the attention I provide all my clients, whether it is helping them stay on track to meeting their financial goals or sharing my knowledge and insight regarding different aspects of investing. Whether a client's goals center around retirement planning, tax advantaged investing, college savings or life insurance – I can be of service to you.

Prior to joining Edward Jones as a financial advisor, I...

Focus Areas

  • Wealth Strategies
  • Portfolio Reviews
  • College Savings
  • Healthcare Professionals
  • Information Technology Professionals
  • Estate & Legacy Strategies

Work History

  • Edward JonesJune 2017 to Current

Education

  • Northeastern UnivMaster of Business Admin
  • St Louis UniversityBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Golfing
  • Personal Fitness
  • Scuba Diving
  • Basketball

Team Members

  • Alexander Cavalieri
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

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