Kate Lois
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Senior Registered Financial Client Associate
The Wormley Investment Group
11621 Catallpa Ln
Woodstock, IL 60098
Check the background of this investment professional on
FINRA’s BrokerCheck
Senior Registered Financial Client Associate
The Wormley Investment Group
11621 Catallpa Ln
Woodstock, IL 60098
Serving as the Practice Management Manager for Benjamin F. Edwards as well as the Branch Manager of our Clayton, Mo. branch office, allows me to put my experience to work to help our advisors and their teams improve their productivity and help my clients improve their financial outcomes.
Trust. Integrity. Mutual respect. These are the operating principles I rely on when I coach advisors or when I work to develop an investment approach that is designed to meet my clients’ financial goals and objectives.
My Background
Before joining Benjamin F. Edwards, I led a team at Wells Fargo Advisors dedicated to working with financial advisors to increase the profitability of their practices, successfully establish teams with other FAs as well as transition through succession plans.
Previously, at AG Edwards, I led our New FA Training program at a time when the firm trained 1,000+ new FAs annually and had the highest-first year production in firm history.
I have been in the financial services industry since 1982 and have personal experience across multiple firms and varying market conditions.
Outside of the office, I enjoy spending time with my family here in St. Louis or visiting them in Nashville or Dallas. My siblings and I are lucky enough to share a family “farm” in Lonedell, Mo. Spending time there taking care of the property and horses or fishing, riding ATVs or puttering around on the golf cart is a priority.
CONTACT
My Professional Approach
As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.
My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your income needs now and during retirement? Are you transitioning your wealth to the next generation?
As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Because financial situations can be complex, we can work with your attorney, accountant or other professionals to assist you in the pursuit of your goals. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.
My Background
Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2016 as a financial advisor in our Clayton, MO, office. I began my financial services career in 1981, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.
Outside of work, I enjoy spending time with my wife, Lisa, and our four children—Elizabeth, Chris, Caroline, and John. I also like to play golf, tennis, racquetball as well as snow and water ski. In addition, I love to travel, and I’m an avid St. Louis Cardinals baseball fan.
Areas of Concentration
My Community Activities
CONTACT
My Professional Approach
As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.
My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your income needs now and during retirement? Are you transitioning your wealth to the next generation?
As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Because financial situations can be complex, we can work with your attorney, accountant or other professionals to assist you in the pursuit of your goals. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.
My Background
Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2016 as a financial advisor in our Clayton, MO, office. I began my financial services career in 1983, and I am passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.
Areas of Concentration
Education and Credentials
CONTACT
My Background
Trust. Integrity. Mutual respect. These are the operating principles I rely on when I work to develop an investment approach that is designed to meet my clients’ financial goals and objectives.
My client-first service commitment for you begins by asking questions, listening to your responses and learning what is important to you.
We’ll work together to evaluate your current financial picture and explore your investment time horizon, and your tolerance for risk. Each of these steps will help us develop your personalized, goals-based financial program using the various investment tools we have at Benjamin F. Edwards.
As we implement your strategy, we will continue to work together to monitor your progress, making adjustments as your needs and goals change, and/or as opportunities in the markets present themselves.
I very much look forward to showing you what our client-first investment approach can mean for you and your family.
CONTACT
My Background
Trust. Integrity. Mutual respect. These are the operating principles I rely on when I work to develop an investment approach that is designed to meet my clients’ financial goals and objectives.
My client-first service commitment for you begins by asking questions, listening to your responses and learning what is important to you.
We’ll work together to evaluate your current financial picture and explore your investment time horizon, and your tolerance for risk. Each of these steps will help us develop your personalized, goals-based financial program using the various investment tools we have at Benjamin F. Edwards.
As we implement your strategy, we will continue to work together to monitor your progress, making adjustments as your needs and goals change, and/or as opportunities in the markets present themselves.
I very much look forward to showing you what our client-first investment approach can mean for you and your family.
CONTACT
My Professional Approach
Focusing on the success of our Benjamin F. Edwards clients is what drives my professional approach each day. Clients’ success is a bigger picture than just finances. We need to understand what is important to each client to help them achieve their goals. Our firm’s mission statement leads us to provide personalized investment advice and world class service, and our team strives to achieve this with every client. To support clients’ success, we offer financial and retirement planning strategies, advisory services, and professional asset allocation guidance.
Experience and Background
I’ve been in the wealth management industry for over 40 years. I’ve gained tremendous experience at a few St. Louis based financial firms, namely A.G. Edwards where I served beginning in 1988. My focus during that time included Securities Research and an opportunity to work on the Executive floor interacting with so many wonderful areas of the firm. I then had the chance to join Benjamin F. Edwards in 2011 and have had the pleasure of being focused on client and advisor service. I have two wonderful daughters, and we all call St. Louis our home. I’m a lover of dogs, hiking, and US travel. I travel with friends and my daughters as often as I can. My favorite place has been the beautiful state of Oregon. Another passion I have is volunteering for Songs4Soldiers, an organization that provides direct assistance to veterans in need. I’m series 7, 63 and 66 registered and have my bachelor’s and master’s degrees from Webster University.
CONTACT
My Background
Alex Reed is committed to offering personal investment and financial planning advice to those who’ve decided they may benefit from a professional approach to their finances. After taking the time to understand your financial goals, needs and concerns, Alex creates a personalized investment program tailored to your unique situation and then continues to partner with you to monitor and adjust your plan as your life changes.
Alex is a graduate of the Olin School of Business at Washington University in St. Louis where he earned his Master’s in Business Administration (MBA). Prior to that, he earned his Bachelor of Arts from Colgate University where he majored in economics.
Alex was an award-winning television news anchor and reporter in Marquette, Mich., and Charlotte, N.C., before returning home to St. Louis. Alex’s approach to serving his clients employs many of his journalistic skills in gathering relevant and complete information about clients and their finances as well as presenting financial recommendations in a memorable and easy-to-understand format. His aim is to help people make informed financial decisions that address their full financial circumstances.
Alex lives in St. Louis with his wife, Katie, and three daughters. When he’s not serving clients, he enjoys cycling, ice hockey, traveling and spending time with loved ones.
CONTACT
My Background
Trust. Integrity. Mutual respect. These are the operating principles I rely on when I work to develop an investment approach that is designed to meet my clients’ financial goals and objectives.
My client-first service commitment for you begins by asking questions, listening to your responses and learning what is important to you.
We’ll work together to evaluate your current financial picture and explore your investment time horizon, and your tolerance for risk. Each of these steps will help us develop your personalized, goals-based financial program using the various investment tools we have at Benjamin F. Edwards.
As we implement your strategy, we will continue to work together to monitor your progress, making adjustments as your needs and goals change, and/or as opportunities in the markets present themselves.
I very much look forward to showing you what our client-first investment approach can mean for you and your family.
CONTACT
My Background
Trust. Integrity. Mutual respect. These are the operating principles I rely on when I work to develop an investment approach that is designed to meet my clients’ financial goals and objectives.
My client-first service commitment for you begins by asking questions, listening to your responses and learning what is important to you.
We’ll work together to evaluate your current financial picture and explore your investment time horizon, and your tolerance for risk. Each of these steps will help us develop your personalized, goals-based financial program using the various investment tools we have at Benjamin F. Edwards.
As we implement your strategy, we will continue to work together to monitor your progress, making adjustments as your needs and goals change, and/or as opportunities in the markets present themselves.
I very much look forward to showing you what our client-first investment approach can mean for you and your family.
CONTACT
My Background
Trust. Integrity. Mutual respect. These are the operating principles I rely on when I work to develop an investment approach that is designed to meet my clients’ financial goals and objectives.
My client-first service commitment for you begins by asking questions, listening to your responses and learning what is important to you.
We’ll work together to evaluate your current financial picture and explore your investment time horizon, and your tolerance for risk. Each of these steps will help us develop your personalized, goals-based financial program using the various investment tools we have at Benjamin F. Edwards.
As we implement your strategy, we will continue to work together to monitor your progress, making adjustments as your needs and goals change, and/or as opportunities in the markets present themselves.
I very much look forward to showing you what our client-first investment approach can mean for you and your family.
CONTACT
My Background
Trust. Integrity. Mutual respect. These are the operating principles I rely on when I work to develop an investment approach that is designed to meet my clients’ financial goals and objectives.
My client-first service commitment for you begins by asking questions, listening to your responses and learning what is important to you.
We’ll work together to evaluate your current financial picture and explore your investment time horizon, and your tolerance for risk. Each of these steps will help us develop your personalized, goals-based financial program using the various investment tools we have at Benjamin F. Edwards.
As we implement your strategy, we will continue to work together to monitor your progress, making adjustments as your needs and goals change, and/or as opportunities in the markets present themselves.
I very much look forward to showing you what our client-first investment approach can mean for you and your family.
CONTACT
My Background
Trust. Integrity. Mutual respect. These are the operating principles I rely on when I work to develop an investment approach that is designed to meet my clients’ financial goals and objectives.
My client-first service commitment for you begins by asking questions, listening to your responses and learning what is important to you.
We’ll work together to evaluate your current financial picture and explore your investment time horizon, and your tolerance for risk. Each of these steps will help us develop your personalized, goals-based financial program using the various investment tools we have at Benjamin F. Edwards.
As we implement your strategy, we will continue to work together to monitor your progress, making adjustments as your needs and goals change, and/or as opportunities in the markets present themselves.
I very much look forward to showing you what our client-first investment approach can mean for you and your family.
CONTACT