portrait of Raymond Trost
FINANCIAL ADVISOR
Serving clients of all asset levels
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About Raymond

I joined Edward Jones in 2019 after spending 20 years in the financial industry. I achieved the CFP® certification in 2023. We partner with our clients to help them achieve their most important financial goals. Our clients can expect frequent communication so we can update progress and discuss new developments. I want my clients to walk away knowing why I'm suggesting a specific investment/strategy, what to expect from it and how much it's going to cost.

After graduating from St. Joseph's University with a degree in finance, I began my career learning about small business retirement plans and implementing them....

Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Intergenerational Planning

Work History

  • Edward JonesMay 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Saint Josephs UniversityBachelor of Science

Team Members

  • Julie Cordle
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 07:00PM
Tue 08:30AM - 07:00PM
Wed 08:30AM - 07:00PM
Thu 08:30AM - 07:00PM
Fri 08:30AM - 07:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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