After graduating from college, I began my career working alongside my father in a family owned and operated business for 12 years. I came to appreciate the hard work and dedication that goes into running your own business. It was also where I was taught the importance of saving and investing for the future.
As an Edward Jones financial advisor since 2009, I truly enjoy working with my clients and their families in Vermont and across the country; virtually or in person. I take the time to listen and construct measurable objectives uniquely tailored to their circumstances. We maintain regular contact to address any changing needs. In order to provide comprehensive service, I collaborate with their CPAs, attorneys and other trusted professionals, always keeping client information confidential.
I am committed to my clients and my community. Serving on the board of the Stowe Rotary Club since 2014 and as president of the Club from 2018-2019 has been a great way to give back to the community that I care so deeply about.
Our team includes Robin Bruce, our branch office administrator, thousands of people and advanced technology that supports our office.
At Edward Jones, we use an established process to build personalized strategies to help you reach your goals. Let us know how we can make a difference.
Areas of Focus:
Individual Retirement Planning
Small Business Owners - Business Retirement Plans
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Divorce Finances
- Wealth Strategies
- LGBT Finances
My Personal Interests
- Wine Collecting/Enthusiast
Office Address394 Mountain Rd Box #3
Baggy Knees Shopping Center
Stowe, VT 05672
Phone NumberCaren M Merson at (802) 253-2662
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More