Denise Edwards, CFP®
Denise graduated magna cum laude from the University of Illinois – Springfield with a Bachelor of Science degree. She started her career in finance at A.G. Edwards and has over 15 years of experience in the industry. Denise has a wide range of knowledge in the financial services industry including investments and financial planning. She is registered as an investment advisor representative and a supervisor.
Most importantly, Denise is an integral part of the investment management team with Rob & Dan. Her client-centered approach is an important attribute in nurturing and maintaining client relationships. She is passionate about helping clients achieve their financial goals and assisting them to reach their dreams.
Denise also believes in giving back to her community. She is past president of the Springfield Art Association and remains active in the organization by volunteering her time on various committees. In her free time, Denise enjoys gardening, reading, and spending quality time with family and friends. Denise lives in Springfield with her husband, Bob & granddaughter, Sydnie. Sydnie is currently attending SIUe as a biology major.
What is a CFP®? A CERTIFIED FINANCIAL PLANNER™ certification, or CFP®, means a financial consultant has successfully completed a rigorous training program followed by a comprehensive 10-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.