I am a CFP® who primarily works for a select group of business owners and professionals who, among other things, aspire to have a work-optional lifestyle. Edward Jones has developed and refined a process to put all the pieces of that puzzle together by understanding what's important to you, building personalized strategies to help you reach your goals, and partnering with you throughout your life to keep you on track.
The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards. I am also a Chartered Financial Consultant (ChFC®) through the American College of Financial Services.
In 2002, I began my Edward Jones career as a financial advisor in London, England, and moved to Massachusetts in 2010. I live in Needham with my wife Michelle, daughter Eva, and son Dylan. I became a US citizen in 2018.
When I'm not spending time with my family, I enjoy soccer, scuba diving, and volunteering locally. I was previously a director of the Needham Business Association, the Library Foundation of Needham and the Great Hall Performance Foundation, Inc. Currently, I am a volunteer with the Needham Exchange Club. Michelle is the assistant director and head coach for the Needham Track Club. She is also a member of the Needham Park and Recreation Commission.
Relationships are key, and in our view, meeting face to face builds strong relationships. At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
Please call me today to see how I can assist you.
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
Phone NumberCraig R Geddes at (508) 339-2611
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