Weston Kissee
Financial advisor serving individual investors | Focusing on solutions for business owners, executives and retirees
- Role
- Financial Advisor at Edward Jones
- Location
- Springfield-Branson, MO, US
- LinkedIn followers
- 500 followers
About Weston Kissee
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do. My wife, Caitlin, and I have three boys, Topher, Crawford and Arlo. My teammates, Donna Hillman and Brandon Mahler, are dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on them with any needs you may have.We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.Specialties:401K OptionsAsset Allocation StrategiesAsset StrategiesEstate and Legacy StrategiesFinancial AnalysisPortfolio StrategiesRisk AssessmentStrategic PlanningWealth StrategiesWealth Preservation instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Financial Advisor
Oct 2008 — Present
W. BattlefieldSpringfield, M••••••••@EDWARDJONES.COM
Education
Drury University
BA, Finance
2004 — 2008
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