The Best Financial wealth transfer in University City, Missouri

Edward Jones - Financial Advisor: Justin T Duncan is a trusted financial institution located at 403 Jackson Avenue in University City, Missouri, United States. Justin T Duncan is a knowledgeable and experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or invest for the future, Justin T Duncan can provide personalized financial guidance tailored to your individual needs. With a commitment to excellence and a focus on building long-lasting relationships with clients, Edward Jones - Financial Advisor: Justin T Duncan is a reliable partner in your financial journey.

Merrill Lynch Financial Advisor Chris Longly, located at 4801 Main Street in Kansas City, Missouri, offers personalized financial strategies tailored to each client's unique objectives. With a background in public relations and government affairs, Chris brings a diverse perspective to wealth management, drawing on his experiences in Congress and Fortune 500 boardrooms. Specializing in tax minimization, investments, wealth transfer, and long-term planning, Chris works with a wide range of clients, including physician families. As a graduate of the University of Nebraska and the University of Missouri-Kansas City, Chris values education and serves on the UMKC Alumni Governing Board. With Merrill Personal Wealth Analysis™, clients can build a personalized financial plan focused on their goals and aspirations. Whether planning for retirement, purchasing a home, or funding education, Chris helps clients navigate their financial decisions to achieve meaningful success. Partnering with Merrill Lynch Wealth Management and Bank of America, Chris offers comprehensive financial solutions to address clients' needs and pursue their goals. With a commitment to understanding each client's individual priorities, Chris aims to help clients achieve their financial objectives and navigate life's changes with confidence.

Merrill Lynch Financial Advisor James D Harter, located at 400 Chesterfield Center in Chesterfield, Missouri, is a finance institution dedicated to providing personalized wealth management services to high-net-worth individuals, business executives, and entrepreneurs. With a strong focus on understanding clients' goals and concerns, James Harter tailors integrated strategies to address their ongoing financial requirements. Leveraging the vast resources of Merrill Lynch, Jim offers a disciplined investment approach that includes diversifying clients' investments across asset classes, sectors, and borders based on their unique goals, risk tolerance, and timeline. Jim Harter, who joined Merrill Lynch Wealth Management in 2003, is a Chartered Retirement Planning Counselor™ and a Senior Portfolio Advisor with extensive experience in managing custom investment strategies. He holds an MBA from St. Louis University and a BS in Business Administration with an emphasis in Management Information Systems and International Business. Committed to putting clients' needs first, Jim aims to simplify their financial lives by offering personalized strategies for estate planning, investments, tax minimization, wealth transfer, and retirement income.

Merrill Lynch Financial Advisor Mark P. Hampton is a finance institution located at 7676 Forsyth Boulevard, Clayton, Missouri, United States. Mark has been a Merrill Advisor since 2014 and has a background in helping families with insurance needs and protection strategies. He is a proud graduate of Marquette University’s School of Business and is dedicated to helping clients achieve their financial goals. Mark is actively involved in the community, volunteering with organizations such as De Smet Jesuit High School and The Repertory Theater of St. Louis. With a focus on personalized service and trust, Mark and his team at Merrill Lynch Wealth Management are committed to building strong client relationships. They offer personalized financial plans centered around each client's goals and priorities, with access to the global resources of Merrill and banking solutions from Bank of America. By understanding each client's unique needs and priorities, Mark helps them create a financial approach that reflects their personality and helps them achieve their goals. With regular check-ins and adjustments to the financial approach as needed, Mark works to help clients stay on track and navigate changes in the market and in their lives. Whether clients are planning for retirement, saving for a home, funding education, or passing wealth to future generations, Mark and his team are dedicated to providing the guidance and support needed to reach these goals.

Welcome to Clamorgan Alley, a historical landmark located at 118 Morgan Street, St. Louis, Missouri. Nestled between present-day 1st Street and 2nd Street, Clamorgan Alley is a testament to the rich and diverse history of St. Louis, tracing back to its founding days under Spanish rule. Named after Jacques Phillippe Clamorgan (circa 1730–1814), a visionary fur trader, merchant, and financier, this site reflects the multicultural tapestry of early American history. Clamorgan, whose ancestry likely included Welsh, French, Portuguese, and African roots, arrived in Upper Louisiana in 1784. He quickly became a prominent figure in the region, known for his extensive land acquisitions and successful trade relations with Native American tribes along the Upper Missouri River.

Welcome to Preferred Capital Lending, your trusted partner in financial solutions, located in the heart of St. Louis, Missouri. At Preferred Capital Lending, we are dedicated to helping individuals and businesses achieve their financial goals through a wide range of tailored lending services. Our team of experienced professionals is committed to providing personalized guidance and support, ensuring a seamless and stress-free financial experience for our clients. Whether you're looking to secure a mortgage, refinance your existing loan, or explore various financing options for your business, Preferred Capital Lending offers competitive rates and flexible terms to meet your unique needs. Our deep understanding of the financial landscape and commitment to excellence make us the preferred choice for clients seeking reliable and efficient lending solutions.

Welcome to Regions Bank, conveniently located at 6680 Delmar Boulevard, University City, Missouri 63130. We are your trusted partner in banking, finance, and ATM services, dedicated to meeting all your financial needs with excellence and convenience. At Regions Bank, you can send or receive money domestically and internationally or pay bills without needing a checking account. Our commitment to providing outstanding customer service extends across our branches, online platforms, phone support, and ATMs, ensuring you have access to your finances anytime, anywhere.