Anita Spencer

Anita Spencer Email and Phone Number

Financial Advisor at Edward Jones @
Anita Spencer's Location
Greater St. Louis, United States
Anita Spencer's Contact Details

Anita Spencer work email

Anita Spencer personal email

n/a
About Anita Spencer

With over 23 years in the financial services industry, helping individuals and families achieve their financial goals is a true passion of mine. I believe it's important to invest my time to understand your financial goals, holistic financial picture and the level of risk you're comfortable with before you invest your money. The relationship that we build with each other and the trust that evolves is the foundation of our work together. We'll explore the things that matter most to you, take a look at where you are, and map out a path to where you want to be. 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. As I've enjoyed working with a variety of clients over the years, I believe that I have made the most impact with retirees, pre-retirees, widowers, divorcees, and small business owners. A native to Jefferson County, my husband and I live in Festus, MO and have six children ranging in ages from 10 to 18.My branch office administrator, Colleen, has a wealth of knowledge and been with Edward Jones for over 28 years. She is dedicated to providing you with the highest level of service possible. Please don't hesitate to call her with questions concerning your statement, dividends, stock certificates or your account in general. We pride ourselves on building relationships and providing exceptional service with the families that we serve. Contact us today for a complimentary review of your current portfolio./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Anita Spencer's Current Company Details
Edward Jones

Edward Jones

Financial Advisor at Edward Jones
Anita Spencer Work Experience Details
  • Edward Jones
    Financial Advisor
    Edward Jones Dec 2013 - Present
  • Umb Bank
    Client Relationship Manager
    Umb Bank May 2012 - Aug 2013
  • Umb Bank
    Personal Banking Representative Iii
    Umb Bank Jan 2007 - May 2012
    Kirkwood
    -Perform all new account, safe deposit box, and loan functions-Actively solicit bank products to present and potential clients through profiling clients, making outbound telephone calls, and cross-selling to deepen existing relationships-Demonstrate sales ability by consistently leading branch in sales goals -Actively solicit fixed annuities to present and potential clients through outbound calls and cross-sells
  • Umb Bank
    Banking Center Manager
    Umb Bank Jul 2004 - Dec 2006
    Arnold, Mo
    -Develop strategic customer acquisition plans to acquire new clients and cross-sell to existing clients-Manage the day to day operation of the banking center-Actively solicit business prospects with a focus on small business lending-Develop and coach staff to increase sales production and meet monthly sales goals

Anita Spencer Skills

Estate Considerations Wealth Preservation Strategies Financial Strategies Portfolio Strategies Estate And Legacy Strategies Strategic Planning Portfolio Review Financial Analysis Financial Assessment Asset Protection Strategies Asset Allocation Strategies

Anita Spencer Education Details

  • Lindenwood University
    Lindenwood University
    Business Administration
  • Jefferson College
    Jefferson College
    Business

Frequently Asked Questions about Anita Spencer

What company does Anita Spencer work for?

Anita Spencer works for Edward Jones

What is Anita Spencer's role at the current company?

Anita Spencer's current role is Financial Advisor at Edward Jones.

What is Anita Spencer's email address?

Anita Spencer's email address is an****@****nes.com

What schools did Anita Spencer attend?

Anita Spencer attended Lindenwood University, Jefferson College.

What skills is Anita Spencer known for?

Anita Spencer has skills like Estate Considerations, Wealth Preservation Strategies, Financial Strategies, Portfolio Strategies, Estate And Legacy Strategies, Strategic Planning, Portfolio Review, Financial Analysis, Financial Assessment, Asset Protection Strategies, Asset Allocation Strategies.

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