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Natalie Schroer, Financial Advisor

FINANCIAL ADVISOR
Natalie M Schroer

AAMS™
330 N Main St, St Charles, MO 63301opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • College Savings
  • New Investors
  • Intergenerational Planning
  • Retirement Income Strategies
  • Business Retirement Plans

About Natalie

As an Edward Jones Financial Advisor, I am grateful for the opportunity to help impact my clients' lives and help them reach their financial goals through purposeful and meaningful strategies.

I have always had a passion for budgeting, finances and money management for myself and my family. I enjoy helping my family, friends and the community by supporting them with any goals they may have financially. I am passionate about retirement savings and education savings goals and partnering with my clients to not only help themselves but also help their children and grandchildren. Educating children on the importance of saving and...

Work History

  • Edward JonesSeptember 2011 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Lindenwood UniversityMaster of Business Admin
  • Lindenwood UniversityBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Baking
  • Pets
  • Movies & Entertainment

Send Me a Message

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Office Information

Hours

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

Phone

(636) 255-0217

Fax

(877) 529-0822

Office Address

330 N Main St
St Charles, MO 63301opens in a new window

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