

Focus Areas
- Retirement Income Strategies
- Financial Services Professionals
- Estate & Legacy Strategies
- Wealth Strategies
- Employee Stock Options
- LGBTQ+ Finances
Focus Areas
- Retirement Income Strategies
- Financial Services Professionals
- Estate & Legacy Strategies
- Wealth Strategies
- Employee Stock Options
- LGBTQ+ Finances
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Personal Interests
- Snowboarding
- Football
- Coaching Sports
- History and Museums
- Movies & Entertainment
Team Members
Jody NelsonSr. Branch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:00AM - 04:00PM |
| Sat | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Phone
(978) 406-9153Fax
(877) 782-9664Office Address
24 Maple StreetDanvers, MA 01923opens in a new window
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