Lauren Von Qualen

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Glen Carbon, IL 62034

Credentials

Series 66

Industry experience

2 years

Expertise

General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning

Demographic focus

Intergenerational Families

Work history

Edward Jones

2024 - Present (2 years)

Carrollton Financial Advisors

2022 - 2024 (2 years)

Mike Fahnestock State Farm

2021 - 2022 (1 year)

Unemployed

2020 - 2021 (1 year)

Graybar Electric

2018 - 2020 (2 years)

Graybar Electric

2018 - 2020 (2 years)

Salon Joy

2018 - 2018 (1 year)

Merle Norman

2017 - 2018 (1 year)

Applebee's

2016 - 2016 (1 year)

Applebee's

2015 - 2016 (1 year)

Wild Pickins Winery

2012 - 2018 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Bobby C

CFP®, CFA®

Saint Louis, MO

Metanoia Financial, LLC

Here’s the long version summed up in five bullets: 1) I started off in finance working at a regional bank, SunTrust, helping people with more transactional needs like opening home equity lines, loans, checking accounts, money market accounts, etc. 2) I found that I really enjoyed finance because it brought numbers to life, but I wanted to build deeper, lasting relationships with clients so I moved into wealth management / financial planning at Morgan Stanley (then Smith Barney) 3) I was recruited to move to Merrill Lynch/Bank of America as the world seemed to be falling apart. I thought I was moving to a more secure financial institution…ha! 4) As I watched what seemed to be the demise of modern finance and capitalism with it, I stumbled onto Biblical stewardship via Crown Financial and Financial Peace University 5) After seeing a different approach to personal finance, I started Metanoia Financial to provide Biblically-based financial planning and advice

Medicare planning General retirement planning Doctor or Medical Professional Christian Faith Based Baby Boomers (Born 1946-1964)

Anthony L

Series 63, Series 65

St. Louis, MO

Fidelity

Anthony Lyons is a Financial Consultant at Fidelity Investments, where he works alongside a team of financial professionals to provide guidance aimed at helping clients achieve peace of mind and live with purpose. He focuses on actively listening to clients' concerns and suggesting courses of action to support their financial goals. Anthony has held various roles in the financial services industry since 2016, including positions as a Financial Advisor at PNCI and Edward Jones, Private Wealth Advisor at Regions Bank, and Vice President-Planning & Development Manager at Arvest Wealth Management. His experience spans several organizations, reflecting a broad background in financial consulting and wealth management. Outside of his professional work, Anthony has interests in baseball, cars, football, and social events with friends.

Financial Professional

Andrew S

Series 66

St Louis, MO

Merrill

Andrew Sharon is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing both short- and long-term institutional-style strategies tailored to complex and unique financial situations. Utilizing the extensive resources of Merrill Lynch and Bank of America, Andrew delivers personalized wealth management approaches focused on helping clients achieve their financial goals, with particular expertise in areas such as family wealth management, retirement income, legacy planning, and portfolio management. Andrew holds a Bachelor's degree from Northwestern University and an MBA from Washington University in Saint Louis. He holds the Personal Investment Advisor (PIA) designation and is affiliated with professional organizations including Arch Grants and the Washington University Hatchery. In addition to his professional work, Andrew is engaged in community service through involvement with the American Jewish Committee, Jewish Community Relations Council, and Kids In The Middle. Outside of his professional pursuits, Andrew enjoys a variety of personal interests including baseball, cooking, football, golfing, ice hockey, music, spending time with family, tennis, traveling, and watching movies. His approach to financial advising emphasizes understanding clients’ life priorities to develop personalized plans that align with their goals and aspirations.

Wealth management Retirement income strategy General retirement planning College savings (529s, UTMA, etc.)

Adam Z

Series 63, Series 65

St. Louis, MO

Merrill

Adam Zucker is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been an investment professional since 1994 and focuses on developing strategies for high-net-worth individuals, families, and businesses. Adam works to simplify clients’ financial lives by identifying and prioritizing their goals, including investment management, tax minimization, wealth transfer, and retirement income. He manages custom investment strategies on a discretionary basis, drawing from Merrill Lynch model portfolios and third-party investment options. Adam takes a holistic approach by considering both assets and liabilities to create personalized wealth management strategies tailored to each client's goals and risk tolerance. His expertise encompasses corporate executive services, family wealth management, endowments, foundations, non-profits, liquidity management, philanthropic planning, and small business strategies. He collaborates closely with clients to provide access to investment insights from Merrill and banking and lending solutions through Bank of America, N.A. Born and raised in St. Louis, Adam earned a Bachelor's Degree in Political Science from the University of Missouri – St. Louis. He holds the Personal Investment Advisor (PIA) designation. Outside of work, Adam is involved in community volunteer activities and enjoys golfing, tennis, and traveling. He resides in University City with his wife and daughter.

Wealth management Retirement income strategy Roth conversion strategy Charitable giving & philanthropy Business ownership considerations

Frank L

Series 63, Series 66

Saint Louis, MO

Edward Jones

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer Wealth management ESG / Sustainable investing Values-based investing Religious/faith focused

Amy G

CFP®, Series 66

Maryville, IL

Edward Jones

Retirement income strategy General retirement planning Business exit / sale strategy Business succession planning General estate planning guidance
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