Tel: 314-746-2540 1 N. Brentwood Blvd Suite 600 Clayton, MO 63105
About David Naert
My experience has taught me that I serve my clients best by acting as a financial advisor who brings trust, integrity and accountability to each professional relationship. My approach is to bring an unbiased, comprehensive and customized strategy to each client in order to help them meet their life challenges and financial goals. Working together over the course of our relationship, we collaborate to create a disciplined strategy that we review periodically in order to make certain that it still reflects their current needs and future goals.
About Oppenheimer & Company
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.
Since starting his career at Oppenheimer, Zach has taken pride in helping his clients make strides towards reaching their financial goals. Through his commitment to building one-on-one relationships with his clients, he is able to deliver a comprehensive wealth management approach that is tailored to the client's specific needs and adaptable to changing market conditions. Zach graduated Magna Cum Laude from the University of Missouri- Columbia with a B.S. in Finance. He holds the General Securities Representative License (Series 7), the Uniform Combined State Law Examination (Series 66), and Securities Industry Essentials Exam (SIE). Additionally, Zach is licensed as an agent for Life and Health Insurance. When he's not helping his clients, Zach can be found on the golf course, and playing with his Cavalier King Charles Spaniel Hailey. He is also a Saint Louis Cardinals fan and enjoys catching a game when he can!
MaryFinnegan
Senior Financial Associate
MaryFinnegan
Senior Financial Associate
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®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.
JenaDaake
Registered Client Service Associate
JenaDaake
Registered Client Service Associate
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.
LindaRichards
Register Client Service Associate
LindaRichards
Register Client Service Associate
Linda began her career in the financial services industry in 2005 as a service associate at Edward Jones. She became fully registered in 2017. After 15 years Linda moved to Morgan Stanley as a registered client services associate in 2020. She joined Oppenheimer & Co. Inc. in July 2020 and started with the Naert Group November 2022.
Linda's time in the industry has helped her relate to clients and their expectations. Her experience is reflected in the way she delivers the client experience. Linda holds the series 7, 66 registrations. Linda lives in House Springs, MO with her husband of 8 years. In her free time she likes to spend time with her five children and three grandchildren. She enjoys riding her motorcycle with her husband and hiking on the weekends.
Education
Academic Background:
B.S. Rinance University of Missouri, Columbia
General Information
CRD#:
1532335
Firm CRD#:
249
Name of Broker/Dealer:
Oppenheimer & Co.
States Licensed in:
AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MI, MN, MO, MS, NC, NE, NJ, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WY
Years of Experience in Financial Services:
40
Number of Years with Current Firm:
31
Work Experience:
Became a financial consultant right out of college in 1985 starting with PaineWebber. Moved to Oppenheimer in 1994.
Your Office, Phone, Our Office, Your Home, Video Conference
Compensation and Fees
Fee Structure:
Fee-Based
Minimum Portfolio Size for New Managed Accounts:
$500,000
Compensation Methods:
Based on Assets
Fee % Based on Assets:
1.0
Firm Information
Firm's Number of Clients:
200,000+
Assets Managed by Firm:
$150,000,000,000
Advisor's Number of Clients:
1000
Advisor's Number of Managed Clients:
800
Advisor's Number of Planning Clients:
950
Total Assets Under Management by Advisor:
$500,000,000
Preferred meeting methods
I provide a free initial consultation:
Yes
Retirement Planning
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 Management
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.
401K Rollovers
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
Education Funding and Planning
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
Financial Advice & Consulting
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.
Financial Planning for Individuals
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.
Financial Planning for Businesses
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.
Insurance Planning
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
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.
Estate Planning & Trusts
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.
Investment Advice & Management
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 management
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.
Portfolio Management
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.
Money Management
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 Advice and Services
Tax Planning is always part of our portfolio makeups as well as any tax ramifications on portfolio changes.
Disclosures
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Details: At The Naert Group we are honored to announce, Forbes has named us as one of the 2025 Top Wealth Management Teams in Missouri....
2025 Forbes Best-In-State Wealth Advisor
When: 01/01/2025 | By:
Location:
Details: The Forbes ranking of America's Top Wealth Advisors and Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual ...
Compliance
Registered Investment AdvisorYes
Registered RepresentativeYes
Investment Advisor RepresentativeYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family.
Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser,
and operates through various subsidiaries and brands that provide financial education.
WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform.
WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or
financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
