Edward Jones

Company Description:

Alessandra Graber - Financial Advisor
I help individuals and businesses with their financial goals. I work closely with my clients and their families to help them achieve their financial goals. My clients rely on my guidance as they navigate financial uncertainties and transitions.

My passion is helping people and I treat my clients as I would want to be treated. I value meaningful relationships based on understanding your passions and personal purpose. I partner with you to develop a solutions-based strategy tailored to your individual goals and provide exceptional service.

Outside of work, I’m the proud partner to James and mother to Ezri. I am an active board member for Big Brothers Big Sisters of Kansas City. I am also a Diplomat with the Overland Park Chamber of Commerce mentoring new businesses.

At Edward Jones, we’re focused on you. Behind me are thousands of experts and advanced technology supporting us, so we can help you reach your financial goals. I would like to help provide the answers to your questions so you can make informed, financially sound decisions.

If you are interested in learning more about how I can help you reach your financial goals, please contact me. I would be happy to discuss your unique situation and options.

Nick Marlo - Financial Advisor
Prior to Edward Jones, I attended The University of Kansas to obtain my bachelor's degree in psychology and business. This background provides me with a unique skill set of knowledge and empathy to connect with individuals.

For over a decade, I have been working with clients to help them achieve their financial goals. I enjoy taking a holistic approach to cover all facets of the financial world. My methodology begins with engaging in active listening through ongoing communication and dialogue. I encourage my clients to "dig-deep" to share their most fantastic goals, financial or personal, to help fully understand their point of view and perspective.

I utilize my education and industry experience to assist individual investors and business owners to get on track and maximize their potential. I enjoy working with employers to offer 401(k), 403b, SEP or Simple IRA options to their employees. My father and grandfather owned and operated a small business for over 40 years, so I understand the importance of providing quality service and education to businesses in the KC Metro and surrounding areas.

My overall principle is to tailor an approach that caters to each individual client and circumstance. In doing so, I look to facilitate a relationship built on trust to help achieve generational wealth. In time, I would like to be viewed as an extension of your family.

I live in Overland Park, KS, with my wife and son. In my spare time, I enjoy running for exercise, reading books, cheering on Kansas City sports teams, spending time with friends and family, and being involved in the community.

Our branch office administrators, Gretchen Dervin and Nikki Eads, collectively have over 20 years of experience and are dedicated to providing you with the highest level of service possible. Please do not hesitate to call on them with questions concerning your statements, dividends, stock certificates or your account in general. They also support the community by being involved in Parkinson's Foundation, Alzheimer's Association, Care Beyond the Boulevard, Unbound, Compassion International, Kansas City Execute Assistants Networks and various Vineyard Churches throughout Kansas City.

New Products

Focus Areas
- Retirement Savings Strategies
- Entrepreneurs and Business Owners
- Business Retirement Plans
- Wealth Strategies
- Intergenerational Planning

Product Images:

Badges: