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FINANCIAL ADVISOR

Stephanie Grimm

AAMS™
1989 Zumbehl Road, St Charles, MO 63303opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

About Stephanie

Imagine the benefit of life-centered financial strategizing! This approach means focusing on YOU – discussing your current situation, objectives, desired future lifestyle and where you're heading financially... and tying that back to how your money needs to work. My purpose as a financial advisor is to help you feel confident, connected and in control of your life. The right financial advice can help you prepare for whatever life brings – both expected and unexpected.

Know that experience matters in this industry! I am financial advisor with nearly 15 years of experience. In addition to my Series 7/66 registrations/insurance licenses, I have...

Focus Areas

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

Work History

  • Edward JonesJune 2010 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • University of Central MissouriBachelor of Science

Team Members

  • Mimi Chrum
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(636) 949-2568

Fax

(888) 221-8238

Office Address

1989 Zumbehl Road
St Charles, MO 63303opens in a new window

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