Contact Info
Lucas B. Ramsey, Financial Advisor | Business & Private Wealth: Edward Jones Investments
Lucas B. Ramsey
461 N. New Ballas Rd.
Creve Coeur, MO 63141
Phone: 314-567-5543
Contact Form
Website: www.edwardjones.com
Services
- Business Retirement Plans
- Preparing for Retirement
- Living in Retirement
- Education Planning
- Mutual Funds & ETFs
- Estate Planning
- Tax Planning
- Asset Allocation
- Financial Strategy
- Insurance
Hours of Operation
M- F 8a - 430pSat by Appt
About Us
As a dedicated Edward Jones Financial Advisor and wealth management specialist, I am committed to helping individuals, families, and businesses achieve financial security and realize their long-term financial goals. Alongside my father, Jared Ramsey, I have developed a deep understanding of the financial landscape and a passion for guiding clients through the complexities of personal & business finance.
In our practice, we believe that successful financial planning starts with building a strong & trusted relationship with each of our clients. Every individual has unique circumstances, priorities, and goals, and our approach is rooted in personalized and holistic strategies designed to address each specific need. By understanding your personal situation, tolerance for risk, and aspirations, we develop tailored strategies that work for you, whether it's planning for retirement, managing your business retirement plan, personal investment portfolios, minimizing taxes, or ensuring a secure financial future for your family or business.
I deal in comprehensive preparing for retirement, living in retirement, business retirement plans, investment management, tax-efficient strategies, and estate planning. Whether you're in the accumulation phase of your career or preparing for retirement, I am here to help you navigate the complexities of financial markets and make informed decisions that lead to lasting success.
At the core of my philosophy is educating & empowering my clients by explaining their options clearly and helping them make confident, well-informed decisions. I also believe in the importance of ongoing collaboration, regularly revisiting financial plans to ensure they remain aligned with changing life circumstances, goals, and market conditions.
When I'm not working with clients, I enjoy travelling, boating, golfing, and cheering on the Ole Miss Rebels!
Are you ready to take control of your financial future? You've worked hard for your money. Let's partner and make your money work harder for you.
Your Partner in Finance,
Edward Jones Investments
461 N New Ballas Rd
Creve Coeur, MO 63141
(314)-567-5543
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