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Kensey L Szabo

Financial Advisor

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I'm proud to call myself a second-generation financial advisor with a firm that aligns with my personal values. My mom has been a financial advisor for over 20 years, but my interest grew during my 10 years as a marketing brand manager for ...... Show More
Location & Business Hours
Tuesday
08:00AM to 05:00PM
Wednesday
08:00AM to 05:00PM
Thursday
08:00AM to 05:00PM
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About
I'm proud to call myself a second-generation financial advisor with a firm that aligns with my personal values. My mom has been a financial advisor for over 20 years, but my interest grew during my 10 years as a marketing brand manager for a St. Louis-based consumer packaged goods company. While that career was rewarding, it wasn't fulfilling my desire to connect with people and make a meaningful difference in their lives. After thoughtful consideration, I joined the Edward Jones team in 2017 and am now honored to be creating lifelong partnerships with my clients. I value relationships based on a deep understanding of your unique needs, so it's no surprise that many of my clients feel like an extension of my family. I get the privilege of partnering together in some of life's biggest milestones and transitions. I've celebrated births, grieved with clients who've lost loved ones and helped navigate through times of uncertainty and transition such as job change, retirement, divorce, inheritance and market volatility. With an industry-leading firm behind me, I aim to deliver personalized care through a holistic process. We'll develop a financial strategy tailored to your goals. We'll monitor progress along the way, adapt to your changing needs and adjust the strategy as necessary. I'll coordinate with your CPA or attorney for additional complex needs as they arise. Overall, I'll partner with you and help make sense of the ever-changing and complex marketplace to make your financial life easier. In addition to my registrations, I obtained my AAMS® designation awarded by The College for Financial Planning. I also serve in a role as women inclusion leader for the firm. My Branch Office Administrator, Mariamalia, is an integral part of the team, as she's been providing an excellent client experience at Edward Jones for 10 years. Whether you're a seasoned investor with complex needs or a beginner looking for a place to start, I'm here for you, so let's chat.
Specialities
Retirement Income Strategies
Retirement Savings Strategies
Portfolio Reviews
Business Retirement Plans
Estate & Legacy Strategies
Divorce Finances
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FAQs
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What organization is Kensey L Szabo associated with?
Kensey L Szabo is associated with Edward Jones.
What is Kensey L Szabo’s work email address?
Kensey L Szabo’s professional email address is k**********o@e**********.com. You can also email Kensey L Szabo by clicking on the contact Kensey L Szabo.
Where is Kensey L Szabo based out of?
Kensey L Szabo’s primary location is Chesterfield, MO.
What is Kensey L Szabo's phone number?
Kensey L Szabo's phone number is (636) 537-1209
What is Kensey L Szabo's title??
Kensey L Szabo is a Financial Advisor.