California Wildfires

Our thoughts are with those impacted by the California wildfires. If your Edward Jones branch is temporarily closed due to impacts from the California wildfires and you need assistance, please call Client Relations at 1-800-441-2357 (Monday – Friday 7 a.m. – 5:30 p.m. CT). Also see: What to do after natural disaster

portrait of Karen L Cooper
FINANCIAL ADVISOR
Accepting New Clients
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About Karen

I work with individuals, families and business owners to create personalized financial strategies that support their unique goals. These can include wealth strategies to leave a legacy for multiple generations, retirement plans to support independence, company 401(k) plans to attract talent or tailored savings plans to meet specific goals like funding an education or a dream vacation home.

I have extensive experience listening to people discuss their challenges to uncover needs and then develop solutions to address those needs. This includes decades working in offer and product management for large international companies. My experience is supported by an MBA...

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Special Needs Financial Considerations
  • Sustainable investing
  • Business Retirement Plans
  • Employee Stock Options

Work History

  • Edward JonesJuly 2023 to Current
  • HoneywellDecember 2020 to July 2023

Certifications

  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Lindenwood UniversityMBA (Masters of Bus Admin)
  • Univ of Missouri-ColumbiaBachelor of Science

Personal Interests

  • Community Outreach
  • Sustainability
  • Music
  • Hiking
  • Cycling

Team Members

  • Amber Nelligan
    Sr. Branch Office Administrator
  • Kelly Meador
    Branch Office Administrator

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