Years of Experience
5-20+ Years
CLAYTON, MO
5 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Devon Thomas is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Aaron has been in the industry since November 2013 and holds a Series 7TO, Series 66 and SIE licenses. Aaron is registered in 20 states, including Missouri and Texas. In addition to Merrill Lynch, Pierce, Fenner & Smith Inc. Aaron is also registered with the state of Texas as an Investment Advisor Representative.
SPECIALIZATIONS
CLAYTON, MO
0 Disclosures
ADVISOR BIO
Aaron Vickar is an investment advisor representative associated with The Colony Group, LLC. Aaron is registered with the Securities and Exchange Commission and holds the Series 7, 63 and 66 securities licenses. Aaron has been in the industry for over 20 years and has worked at both Buckingham Strategic Wealth, LLC and BAM Management, LLC. Aaron has a long history of working in the financial services industry and has a strong track record of success. He is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. The Colony Group, LLC is a fee-based investment advisor with a focus on providing high-quality, personalized financial advice. The firm manages over $21 billion in assets for a wide range of clients, including individuals, families, businesses, and charitable organizations. The Colony Group, LLC offers a comprehensive suite of financial services, including investment management, financial planning, retirement planning, estate planning, and insurance. If you are looking for a qualified and experienced financial advisor, Aaron is a great choice.
SPECIALIZATIONS
CLAYTON, MO
9 Years Experience
0 Disclosures
ADVISOR BIO
Adam John Stanley is a financial advisor with Edward Jones. Adam has been in the industry since March 16, 2016 and has worked at Edward Jones since February 2016. Adam is licensed in 30 states. Adam is also registered as an Investment Advisor Representative in Missouri and Texas. Adam holds Series 66, Series 7, and SIE licenses. Adam's office is located in Clayton, Missouri.
SPECIALIZATIONS
CLAYTON, MO
0 Disclosures
ADVISOR BIO
Adam Truebe is an Investment Advisor Representative at The Colony Group, LLC. Adam has a Series 65 license and is registered as an Investment Advisor Representative in Missouri. Adam has worked in the financial industry since 2014 and has experience at Buckingham Strategic Wealth, LLC, Bayer, and The Colony Group, LLC. Adam provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses.
SPECIALIZATIONS
CLAYTON, MO
23 Years Experience
2 Disclosures
ADVISOR BIO
Adam Patin is a financial advisor who has been in the industry since 2002. Adam is registered with Edward Jones and is licensed to offer investment advice in multiple states. Adam is an experienced financial advisor who holds the Series 7, 63, and 66 licenses, as well as the SIE exam. Adam has a proven track record of providing financial advice to clients of all ages and income levels. Adam specializes in financial planning, portfolio management, and retirement planning.
SPECIALIZATIONS
Clayton, MO
22 Years Experience
0 Disclosures
ADVISOR BIO
Adam Bichsel is a financial advisor who has been in the industry since 2003. Adam has a background in the financial services industry and has worked at several firms, including Merrill Lynch, BANC of America Investment Services, Inc., BancWest Investment Services, Inc. and Invest Financial Corporation before joining Morgan Stanley. Adam holds licenses in a number of states and is registered with FINRA. Adam specializes in financial planning, pension consulting, educational seminars, and selection of other advisors. Adam is also registered to provide investment advice in Missouri and Texas.
SPECIALIZATIONS
CLAYTON, MO
27 Years Experience
4 Disclosures
ADVISOR BIO
Alan Taxman is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., located in CLAYTON, MO. Alan has been a registered representative for over 25 years and is licensed to provide investment advice in multiple states. Alan is committed to providing clients with personalized financial guidance to help them achieve their financial goals. Alan specializes in working with high-net-worth individuals, corporations, and businesses. Alan is a member of the B'Nai Amoona Congregation, a charitable organization in CREVE COEUR, MISSOURI.
SPECIALIZATIONS
Clayton, MO
2 Years Experience
0 Disclosures
ADVISOR BIO
Alex Johnson is a financial advisor with J.P. Morgan Securities LLC. Alex has over 1 year of experience in the financial services industry. Alex has been registered as a securities representative since 2022, and is currently registered in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Alex is a Series 7TO, Series 66, and SIE licensed representative. Alex is active in the financial services industry with a focus on providing financial services to individuals and families.
SPECIALIZATIONS
CLAYTON, MO
0 Disclosures
ADVISOR BIO
Alexander Robert Norath is an investment advisor representative with The Colony Group, LLC. Alexander is registered with the state of Missouri and has been in the industry since 2013. Alexander has a Series 65 license and specializes in providing financial planning, portfolio management, and other advisory services.
SPECIALIZATIONS
CLAYTON, MO
0 Disclosures
ADVISOR BIO
Alexander McKay Nixon is a registered investment advisor representative at Asset Consulting Group, LLC. Alexander has been with the firm since April 2014. He is a Chartered Financial Analyst. Alexander is registered to provide investment advisory services in Missouri.
SPECIALIZATIONS