portrait of Nickie Bennett

About Nickie

My position as a financial advisor allows me the privilege of witnessing generations of my clients and their families go to college, save for travels, enjoy their hobbies and eventually retire. Experiencing those successes inspires me to serve my clients and advance what truly matters most to them.

I listen, care and wholeheartedly dedicate myself to helping my clients achieve their unique definition of financial success. My clients often come to me during times of transition, such as retirement or receiving an inheritance. Many of my clients are multigenerational families that benefit from strategies of wealth transfer. I also enjoy...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning

Work History

  • Edward JonesMay 2009 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Webster UniversityMaster of Business Admin
  • Webster UniversityBachelor of Arts

Team Members

  • Kim Stahl
    Sr. Branch Office Administrator
  • Courtney Edwards
    Branch Office Administrator
  • Cindy Stahl
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:30AM - 04:00PM
Sat Closed
Sun Closed

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