Edward Jones- Financial Advisor: Geri Cope

Edward Jones- Financial Advisor: Geri Cope Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC I am truly blessed to love my work!

Investments and estate tax strategies have intrigued me ever since my parents did their wills and trusts. This interest led me to study accounting, taxation and law. I received my CPA certificate and law degree (juris doctorate) from Oklahoma City University and my bachelor's degree from Oklahoma Christian University. In 1998, I joined Edward Jones and spent five years in our home office as a gene

ral partner for retirement plans for businesses. With our clients, I use an established process that begins by gaining an understanding of what's most important to them. We discuss potential risks such as changes in job, change in marriage, long-term care and protection needs. Since life happens and tax laws change, we meet regularly to stay on track. To provide a comprehensive service, I also collaborate with clients' CPAs and attorneys, always respecting client confidentiality. I am registered in multiple states and can serve clients and families beyond state borders. I am dedicated to helping a variety of clients organize, build, protect and transfer wealth to create legacies. I am passionate about empowering women facing major life transitions, including widowhood and divorce. I also work with business owners to reduce taxes and manager retirement plans. With my retired clients, we focus on deriving income from their investments, keeping a balanced portfolio and reviewing cash flow. Debra Mooney, our Branch Office Administrator, joined Edward Jones in 1993. Our clients appreciate her quick response time, attention to detail, respectful manner, and personalized approach. I live in Kirkwood, MO with my husband, Eric, four children, and tiny Yorkie, Max. In my "free" time, I enjoy volunteering for Kirkwood Middle PTO and Greentree Community church, cooking, gardening, home projects and traveling with my family. If you would like to have a conversation about your financial goals, please contact me today!

Make an impact in people’s lives, while enjoying flexibility in yours.Apply to be an On-Call Branch Office Administrator...
09/21/2023

Make an impact in people’s lives, while enjoying flexibility in yours.

Apply to be an On-Call Branch Office Administrator. Contact me to learn more.

We wouldn't be where we are, or who we are, today without our mothers. Happy Mother's Day!
05/14/2023

We wouldn't be where we are, or who we are, today without our mothers. Happy Mother's Day!

Take a look at the latest rates, and let me know if you have any questions!
05/01/2023

Take a look at the latest rates, and let me know if you have any questions!

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

After a strong start to the year, market volatility seems to have returned. While we would expect market volatility to c...
03/06/2023

After a strong start to the year, market volatility seems to have returned. While we would expect market volatility to continue near-term, we are also watching for key inflection points that may indicate the early innings of a more sustainable rally ahead. We highlight three potential conditions that we believe would support better market returns longer term: 1) inflation moving lower, 2) the Federal Reserve pausing its rate-hiking cycle, and 3) earnings revisions bottoming.

A summary of last week's market highlights and economic news.

Check out the current Roth IRA and traditional contribution limits as well as details on how you can take advantage of t...
03/03/2023

Check out the current Roth IRA and traditional contribution limits as well as details on how you can take advantage of these retirement savings options.

Roth IRA and traditional IRA contribution limits can change each year.

Financial strategy for two, coming right up! Send me a message and let’s talk through you and your partner’s joint finan...
02/10/2023

Financial strategy for two, coming right up! Send me a message and let’s talk through you and your partner’s joint financial goals.

In our latest monthly compass, investment strategist Craig Fehr discusses five financial headlines to consider in 2023, ...
02/06/2023

In our latest monthly compass, investment strategist Craig Fehr discusses five financial headlines to consider in 2023, from economic outlook to interest rates.

Our Monthly Market Compass helps keep you in the know about changes in the market, but also looks ahead to what may be down the road.

Please check out our rates!
08/11/2022

Please check out our rates!

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

One of the highest compliments is to refer a family member or friend. Please share our contact info. 😀
05/11/2022

One of the highest compliments is to refer a family member or friend. Please share our contact info. 😀

Address

St. Louis, MO

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+13146468888

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