Diane Stockwood
Financial Services Coordinator
Contact Diane to schedule an appointment with one of our financial advisors today!
INVESTMENT & RETIREMENT SERVICES
Our team can help you plan for the future with a personalized plan that fits your needs.
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Brokerage Services
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Retirement Services
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Trust Services
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Financial & Investment Management
Estate Conservation
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Insurance Services
Find the Support You Need with Our Financial Planning Team
No matter where you are at in your financial journey, we're here to empower you as your trusted financial partner. It's just one of the reasons we provide our members with access to Together Investment and Retirement Services through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).
Our dedicated financial advisors can help you define your goals and create a financial plan to help you achieve them. Available through LPL Financial (LPL), our advisors support branches and members across the St. Louis region and are available to meet with you in person or by phone.Whether you’re just getting started or you are ready to take the next step in planning for your future, our investment professionals are here to help.
David Fitzgerald CFP®
Financial Advisor
Click below to contact or learn more about David
Financial Wellness Resources
When you have a plan for your money, you're more likely to turn your dreams into reality.
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The best way to increase your financial IQ is to master the basics of saving, spending, borrowing.
Pro-tip: Always live below your means. It's easier than you might think!