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John Caruso, Financial Advisor

FINANCIAL ADVISOR
John J Caruso Jr

CFP®, AAMS™
100 West Adams Avenue, Kirkwood, MO 63122opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Retirement Savings Strategies
  • College Savings

About John

I am a veteran financial advisor with experience spanning 30+ years. My areas of focus include creating customized financial solutions and legacy planning for high net worth individuals and families. Susan Dwars has recently joined me; she is a Sr. Branch Office Administrator who brings 13 years of financial services industry experience to my branch team.

Together I partner with you to develop strategies to help you achieve your short- and long-term financial goals, while helping you navigate the transitions from early career investing to retirement and beyond. Our holistic approach includes investments, insurance (life, disability, long-term care), social security benefit...

Work History

  • Edward JonesJuly 1991 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Lindenwood UniversityBachelors

Personal Interests

  • Outdoor Enthusiast
  • Traveling
  • Sports Enthusiast

Team Members

  • Susan Windish
    Registered Branch Associate
  • Cindy Huck
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(314) 966-0060

Fax

(888) 508-6662

Office Address

100 West Adams Avenue
Kirkwood, MO 63122opens in a new window

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