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Gauri Ratna, Financial Advisor

About Gauri

Financial clarity starts here

Planning for retirement? Saving for your child’s education? Structuring your business finances? Whatever your financial goals, I’m here to provide personalized guidance and a clear path forward.

Before joining Edward Jones, I spent over 20 years in the financial services industry, building strong relationships and gaining deep exposure to industry experts. My background in banking and wealth management enables me to create personalized, comprehensive financial plans tailored to each client’s unique needs and life goals.

I help individuals, families, and especially successful individuals gain clarity and confidence in their financial lives. I specialize in working with women—professionals, business owners,...

Work History

  • Edward JonesJanuary 2025 to Current

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Setting your path

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