Edward Jones - Financial Advisor: Bart Truitt, CFP®|ChFC®|AAMS®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

Bart Truitt is a Certified Financial Planner (CFP®) and financial advisor based in Clayton, Missouri. He specializes in providing personalized financial planning and investment guidance to clients in the local area. Bart focuses on helping individuals prepare for retirement, save for education, and implement tax-smart investment strategies. His approach emphasizes face-to-face conversations to better understand and meet the financial goals of his clients.

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