Finance Degree

David Naert - Financial Advisor in Clayton, MO | WiserAdvisor.com

Oppenheimer & Co. Inc. ("Oppenheimer") is a leading investment bank and full-service investment firm that provides financial services and advice to high net worth investors, individuals, businesses and institutions. For over 125 years, we have provided investors with the necessary expertise and insight to meet the challenge of achieving their financial goals. Our commitment to our clients' investment needs, our experienced and dedicated professionals, and our proud tradition empower us to deliver effective and innovative solutions to our clients.

Oppenheimer & Company

Mary began her career in Financial Services in 1977 where she was a member of the Compliance Department at Edward Jones & Co. Since that time, she has worked in various capacities in her roles at four other firms before finally, in 2006, joining Oppenheimer & Co. Inc. In her current role as Senior Financial Associate, Mary has the breadth to take care of our clients when Dave is unavailable. 

Mary's experience has taught her that servicing the client is the most important and rewarding role in our industry. Working directly with David Naert for over 15 years, Mary strives to ensure her clients receive unmatched service. She consistently works to instill clients with the knowledge that we are their advocate in helping them reach their financial goals. Additionally, our team approach helps provide the highest standard of service. 

Mary received her B.A. in Organizational Management from Cabrini College, Radnor, PA, graduating Magna Cum Laude. She holds the FINRA series 7 and 63 registrations and is obtained her CFP&reg;certification in 2006. 

Mary lives in St. Louis, MO with her husband of 35 years. In her free time, she volunteers with the Commemorative Air Force in maintaining their B25 Mitchell, TBM Bomber and L-3 Grasshopper. She also enjoys riding her Spyder and spending time at the beach.

High performing Financial Services management professional skilled in coaching, talent development, retail investing, and delivering exceptional customer service. Demonstrated history of working with diverse work groups, leadership, territory management, training & mentoring teams, and displaying exceptional time management and integrity. Earned a Bachelor's Degree in Psychology from University of Central Florida. Series 7, 24, 63, and 66 licensed.

Whether you're just beginning to save for retirement or 
you're ready to retire, we can help you with investment 
strategies and guidance that are suited to your unique 
financial situation.

Wealth planning is an integral part of achieving your 
financial goals. Whether you're planning college savings 
for your children, saving for retirement, or protecting 
your hard-earned assets for the future and your family, we 
will work with you to help determine which of our wealth 
planning strategies are right for you.

If you have recently changed jobs or are planning to retire 
soon, you may benefit from an IRA Rollover. By moving your 
assets from your 401(k) or other retirement plan into an 
IRA Rollover, you can maintain its tax-deferred status, 
even after changing jobs or retiring. Consolidating or 
transferring your retirement plans can also give you 
greater control over your retirement savings

As a parent you should consider several issues before 
deciding how to finance your children's education expenses. 
We can work with you to help determine which option will 
best meet your needs.

A 529 college savings plan allows for high contribution 
limits up to $300,000, depending on the type of plan you 
choose and state contribution limits. This enables you to 
move significant assets out of your taxable estate over time

Oppenheimer & Co. Inc. ("Oppenheimer") is a leading 
investment bank and full-service investment firm that 
provides financial services and advice to high net worth 
investors, individuals, businesses and institutions. For 
over 125 years, we have provided investors with the 
necessary expertise and insight to meet the challenge of 
achieving their financial goals. Our commitment to our 
clients' investment needs, our experienced and our proud 
tradition empower us to deliver effective and innovative 
solutions to our clients.

Through our planning services, we strive to identify where 
you are in relationship to your financial goals, and 
highlight those issues that may represent a potential 
obstacle to reaching your goals. Our personal service 
begins with an analysis of where you are today and we then 
project that into the future to see where you are in 
relatioinship to your goals. We can help you answer many of 
the questioins you may have.

Oppenheimer's Investment Banking professionals are 
committed to providing strategic advisory services and 
market solutions for emerging growth and mid-sized 
businesses. Our clients benefit from our industry 
expertise, product capabilities and extensive transaction 
experience. We pride ourselves on a tradition of client 
service that goes back more than a century and now spans 
the globe.

Our strategic alliances provide consistency throughout our 
branch system on all levels of competitive advanced 
planning support. These alliances deliver a coordinated 
management and planning process unique to the industry, 
offering a portfolio of product, which includes and are not 
limited to, competitive whole life, universal life, 
variable universal life, term life, long-term care, 
disability, and lifetime settlements. Through these 
strategic alliances clients can draw from the expertise of 
professionals with a consistent, comprehensive, and 
evolving marketing platform in advanced sales concepts, to 
meet any and all of their wealth management needs.

Annuities are an ideal investment vehicle for accumulating 
assets for retirement planning purposes. Oppenheimer offers 
an open architecture platform that features over 25 A rated 
insurance companies which provide variable, fixed and 
immediate annuities. These products are able to address the 
risks that clients planning for retirement face including 
longevity risk, market risk and inflation risk. While 
annuities may not be suitable for all clients, annuities 
may be a good choice for some clients as part of their 
overall retirement portfolio.

Our team and the professionals at Oppenheimer Trust Company 
can work with you and your legal or tax advisors through 
the complex process of estate planning to help you achieve 
your financial and planning objectives.

We provide wealth management solutions tailored to your 
financial objectives. From personal planning to performance 
reporting, we can assist you at every phase of 
accumulating, protecting, preserving and transferring your 
wealth.

Risk planning is a critical tool in the management of your 
wealth. By utilizing the appropriate insurance products, 
trust, and offshore counterparties, you can help protect 
your assets and allow them to continue growing to reach 
their full potential. For many, wealth protection is the 
most valuable component in the management of their wealth.

Through a rigorous due diligence process, we search the 
investment management universe to find advisers that are 
qualified to manage your money, identifying only those with 
the investment process, sound organizational structure, 
performance track record and client service capabilities 
that make them suitable for you.

We are a leader in offering innovative financial solutions. 
Our goal is to lower the barriers to alternative strategies 
by making them easier to understand and to include in 
investment disciplines when appropriate for suitable 
investors.

Tax Planning is always part of our portfolio makeups as well as any tax ramifications on portfolio changes.

Paladin Research Report For:

David Naert

Oppenheimer & Company

About David Naert

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Finance Degree - Finance

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