JW
Julia Waffle
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Work Experience
N/A
Jan 2022 - Present · 2 years and 11 months
Jefferson College
N/A
Jan 2018 - Jun 2018 · 5 months
MOD Boutique
N/A
Jul 2017 - Jan 2018 · 6 months
Company Details
2-10 Employees
Genex was founded on being independent, entrepreneurial and family first. We set out to create a boutique firm with a family business feel. We want to provide holistic wealth planning and consulting services to a smaller, select group of clients for a fee. The entire client experience has to be unique; doing it the “Genex Way.” Our process has to provide responsible, financial organization and results that client’s value. In this ever changing, fast paced, competitive world, our task is to slow down, listen, and deliver extraordinary service. Client goals become our goals and our marching orders. If there’s a problem, clients know that Genex will help solve it. If outside expertise is needed, Genex will find it. We are an extension of each family and are here to support and enhance quality of life. Seeing the positive impact Genex has made on our clients lives has inspired us to expand our vision. We want more people to be exposed to our process and the “Genex Way”. The Genex footprint and brand is growing and new advisors will be added. Their clients should benefit from the “Genex Way” and more lives will be positively impacted. These are exciting times at Genex Consulting and we want to hear your story! Whether you are an advisor looking for a new home or a prospective client looking to interview our firm, we look forward to sharing more details with you soon. For a list of states in which we are registered to do business, please visit www.genexstl.com Securities offered through Private Client Services, Member FINRA/SIPC. Advisory products and services offered through Tap Consulting, LLC, dba Genex Consulting, a Registered Investment Advisor. Private Client Services and Tap Consulting, LLC are unaffiliated entities.
Year Founded
2008
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
10900 Manchester Rd Suite 100 Kirkwood, Missouri 63122, US
Keywords
Financial Planning
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