Partnering with you to help achieve your financial goals.
Edward Jones has asked me to open an office in Lake Placid to serve the communities of Jay, Upper Jay, Wilmington, Keene, Keene Valley and Au Sable Forks. After 25+ years of representing top institutional asset managers predominantly from New York City I am happy to bring my knowledge of investments and financial planning to my local community.
I chose Edward Jones because I wanted a professional firm with a robust infrastructure, investment research and a fiduciary and compliance culture. To best serve my clients, I use an established process to build personalized financial strategies designed to achieve each client’s unique goals. Whether it’s planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones we care about, I take the time to identify each goal and develop a strategy to address it.
Personally, I enjoy hiking and cross country skiing with my wife of 30+ years, Joan, and our three sons. I am an Adirondack 46er (#6569) and have a few marathons under my belt, including the Lake Placid Marathon.
To learn more about Edward Jones and what a financial partnership with us could mean for you, please contact my office today at email@example.com or (518) 837-7017. We look forward to hearing from you.