Edward Jones - Financial Advisor: Melissa Lenz

Edward Jones - Financial Advisor: Melissa Lenz Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.

I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 14,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized str

ategies to help you reach them. My branch office administrator, Grace and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com/melissa-lenz for more information.
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Proactive estate planning helps you and your family stay ahead of complexity, preserve wealth and ensure assets are tran...
08/18/2026

Proactive estate planning helps you and your family stay ahead of complexity, preserve wealth and ensure assets are transferred according to your wishes. At Edward Jones, we can help you with tax-aware strategies and estate-planning insights, based on your family's goals.

Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/11/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

Conflict-driven market swings grab attention, but they rarely change the long-term trajectory. Here’s a clear look at wh...
08/10/2026

Conflict-driven market swings grab attention, but they rarely change the long-term trajectory. Here’s a clear look at what history has shown time and again.

Staying invested despite geopolitical events can pay off in the long run.

From tariffs to tax laws, 2025 has seen its share of financial changes. What can you do to help get your portfolio ready...
11/03/2025

From tariffs to tax laws, 2025 has seen its share of financial changes. What can you do to help get your portfolio ready for 2026?

2025 year-end checklist for your financial strategywww.edwardjones.com/us-en

Our investment strategists break down the latest on the health of the U.S. economy, equities, bonds and international ma...
10/23/2025

Our investment strategists break down the latest on the health of the U.S. economy, equities, bonds and international markets. They also discuss artificial intelligence (AI) and its impact on the markets and economy.

Our investment strategists provide Edward Jones’ perspective on the economy and the markets, and what it may mean for your portfolio.

Get our 10 key views for the new year, along with planning strategies and steps to help position your portfolio in 2025.
01/01/2025

Get our 10 key views for the new year, along with planning strategies and steps to help position your portfolio in 2025.

The economy should keep humming in 2025, in our view, but new policy initiatives and potential interest rate cuts add some uncertainty.

This is the season when many of us pay it forward by giving even more generously to the causes we support. I can help yo...
12/23/2024

This is the season when many of us pay it forward by giving even more generously to the causes we support. I can help you think through how to accomplish your specific charitable giving goals while also considering potential tax implications and tradeoffs.

Being strategic in choosing which assets to give and how to structure your giving goals can be beneficial for both you and the charity

Our latest Market Pulse covers the recent Corporate Transparency Act update and recommendations for business owners.
12/19/2024

Our latest Market Pulse covers the recent Corporate Transparency Act update and recommendations for business owners.

Learn what the nation-wide temporary injunction on the beneficial ownership reporting requirement means for business owners.

The idea of winning millions in a lottery or sweepstakes can be exciting. But, if it sounds too good to be true, it prob...
12/06/2024

The idea of winning millions in a lottery or sweepstakes can be exciting. But, if it sounds too good to be true, it probably is. Legitimate lotteries and sweepstakes never ask for money upfront in exchange for a prize.

Long-distance relationships are becoming more commonplace in today's technologically advanced world. However, be wary of...
12/04/2024

Long-distance relationships are becoming more commonplace in today's technologically advanced world. However, be wary of sending money, especially if you've never met in person. A scammer can prey on your emotional state and take advantage of your trust, generosity and goodwill.

Address

12250 Weber Hill Rd. Suite 308
Sunset Hills, MO
63127

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 3:30pm

Telephone

+13148425270

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