Retirement living in st louis in st louis in Chesterfield, MO
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Merrill Lynch Financial Advisor James D Harter
● ClosedMerrill 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.
400 Chesterfield Center Suite 200, Chesterfield, MO 63017, United States -
Dr. Brent Bankhead
● OpenWelcome to Dr. Brent Bankhead's Practice, a cornerstone of exceptional dental and orthodontic care located at 1051 West Pearce Boulevard, Wentzville, Missouri. Our practice is dedicated to continuing the rich legacy of Bankhead Orthodontics, a name synonymous with quality and care in the Midwest since 1973. Founded by Dr. George Dee Bankhead, our story began in St. Louis and has flourished through the years, expanding to multiple locations under the skilled leadership of his son, Dr. Brent Bankhead, and a team of hand-selected specialists. Today, we proudly serve the western St. Louis area with locations in O’Fallon, Wentzville, Chesterfield, and Warrenton, MO.
1051 West Pearce Boulevard, Wentzville, Missouri 63385, United States -
AARON DETERDING, CFP
● OpenWelcome to Aaron Deterding, CFP, located at One North Brentwood Boulevard in St. Louis, Missouri. As a premier financial service provider, we specialize in crafting personalized financial strategies for retirees and high net worth individuals through our DNA Private Client Group. Our mission is to align your financial plan with your unique financial DNA, ensuring you feel safe and secure in your financial future. At Aaron Deterding, CFP, we understand that your vision for retirement is as unique as you are. Our comprehensive services include designing and implementing asset management strategies tailored to your specific goals and objectives. We aim to build a financial plan that harmonizes with your personal definition of retirement.
One North Brentwood Boulevard, St. Louis, Missouri 63105, United States
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