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Nickie Bennett - Financial Advisor in Ballwin, MO

Nickie Bennett

Financial Advisor

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My position as a financial advisor allows me the privilege of witnessing generations of my clients and their families go to college, save for travels, enjoy their hobbies and eventually retire. Experiencing those successes inspires me to se...... Show More
Location & Business Hours
Friday
07:30AM to 04:00PM
Saturday
closed
Sunday
closed
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Reviews from Web
  • 5.0
    google
    V
    VB S
    Posted on December 26th, 2024 12:00 AM
    👋🏾 Hello. New here, I'll be visiting soon. I've heard nothing but great things about you.
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    About
    My position as a financial advisor allows me the privilege of witnessing generations of my clients and their families go to college, save for travels, enjoy their hobbies and eventually retire. Experiencing those successes inspires me to serve my clients and advance what truly matters most to them. I listen, care and wholeheartedly dedicate myself to helping my clients achieve their unique definition of financial success. My clients often come to me during times of transition, such as retirement or receiving an inheritance. Many of my clients are multigenerational families that benefit from strategies of wealth transfer. I also enjoy the challenge of developing complex, high net worth strategies which often require collaboration with other professionals such as CPAs and attorneys. Licensed in several states, I am able to service clients and loved ones nationwide. My branch team, Kim Stahl and Cindy Stahl, are here to help with your needs. We work together to help ensure each client feels welcomed and valued. I joined Edward Jones in 2009 because I wanted to make a difference in people’s lives. Growing up very poor, I know the importance of financial freedom, and I want to share my knowledge with as many people as possible. I have earned the CFP® certification granted by the CFA institute. A graduate of Webster University, I hold a Master of Business Administration. I have the Series 7 and Series 66 registrations and my insurance license. I was also named to the 2022-2025 Forbes Top Women Wealth Advisors Best-in-State and ranked #24 in the State of Missouri in 2025.My husband, Curt Bennett, and I have a blended family with three boys: Blake, who is currently serving active duty in the Marines; Austin, who was in the Navy and now living in Seattle, WA; and our youngest, Charlie, who is in college at Mizzou.*Forbes Top Women Wealth Advisors Best-in-State in MO in 2022-2025, published February each year, research by SHOOK® RESEARCH LLC, data as of August or September of the prior year. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.*
    Specialities
    Wealth Strategies
    Retirement Savings Strategies
    Retirement Income Strategies
    Estate & Legacy Strategies
    Intergenerational Planning
    55
    /850
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    FAQs
    Here are some Frequently Asked Questions about Nickie Bennett
    What organization is Nickie Bennett associated with?
    Nickie Bennett is associated with Edward Jones.
    What is Nickie Bennett’s work email address?
    Nickie Bennett’s professional email address is n************t@e**********.com. You can also email Nickie Bennett by clicking on the contact Nickie Bennett.
    Where is Nickie Bennett based out of?
    Nickie Bennett’s primary location is Ballwin, MO.
    What is Nickie Bennett's phone number?
    Nickie Bennett's phone number is (636) 207-1488
    What is Nickie Bennett's title??
    Nickie Bennett is a Financial Advisor.