Brandon Bauerle
Financial Advisor@ Edward Jones
Houston, Texas, United States
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Brandon Bauerle is a financial advisor with 6.2 years of experience. Based in the United States, he works at Edward Jones in St. Louis, specializing in risk assessment, financial review, wealth strategies, and estate considering. Brandon is known for his ability to partner with individual investors on identifying and implementing strategies to achieve specific goals. He also coordinates and works with professionals such as CPAs, Estate Planning Attorneys, and Life Insurance Specialists. Brandon's expertise and experience make him a valuable asset in the finance industry.
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Emails and Phone Numbers

+1 314515****
+1 225202****
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About

As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward specific goals that we set together. Whether it's planning for retirement, saving for college for children or grandchildren or just trying to protect the financial future of the ones that we care the most for, we take the time to identify each goal and develop the strategy to address it. I also coordinate and work in tandem with other professionals who include CPAs, Estate Planning Attorneys and Life Insurance Specialists and Agents to execute needed actions. During our initial visit, I will ask several questions and it is important that I listen to the answers and clarify them so that I can truly understand my clients' needs and subsequent goals. I then get to know their risk tolerances and experience levels to truly understand the best strategies to meet their needs. Edward Jones works with over 7 million serious, long-term investors just like you. Feel free to call (281) 839-7313 or email [email protected] to schedule your complimentary portfolio review either in-office, over the phone, or through web conference /*********/ For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

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Work Experience

12555 Manchester Road, St. Louis, MO, 63131, US

Financial Services

40732
Phone
+1 3145152000

Brandon Bauerle's Professional Milestones

  • Financial Advisor (2017-09-01~): Provided targeted financial advice to clients, fostering financial efficiency and reducing risk.
  • Financial Advisor: Provided comprehensive financial analysis and assessment to support clients' investment goals and mitigate risk.

Education

Louisiana State University
Louisiana State University

Bachelors,

Bachelor Of Science,

Biology/biological Sciences,

General

1199145600-1325376000