Anita Spencer work email
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Anita Spencer personal email
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.
Edward Jones
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Financial AdvisorEdward Jones Dec 2013 - Present
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Client Relationship ManagerUmb Bank May 2012 - Aug 2013 -
Personal Banking Representative IiiUmb Bank Jan 2007 - May 2012Kirkwood-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 -
Banking Center ManagerUmb Bank Jul 2004 - Dec 2006Arnold, 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
Anita Spencer Education Details
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Lindenwood UniversityBusiness Administration -
Jefferson CollegeBusiness
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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Anita Spencer
Realtor ®️ | At Re/Max Professionals S.69280| Certified Probate Real Estate Specialist |Heroes And Hounds Home Team At Re/Max ProfessionalsGreater Reno Area
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