My awareness of Edward Jones started when I was 17 years old and I opened an account with money from my high school job. It was a full circle moment when began my career here in 2010. Prior to transitioning to the financial advisor role, I was the branch office administrator, so I have firsthand experience and training with both positions that most financial advisors don't.
My main focus is helping individuals and business owners looking for comprehensive financial strategies, working alongside their CPA, their estate attorney and their loved ones. I look to partner with other professionals and collaborate with them toward the results our clients are striving to achieve. I also love to educate people who want to learn more about finances because I feel I explain things in a way that makes sense to them.
When calling the office or stopping by, you will be greeted by MaryLee Shaw, my business partner and branch office administrator. She has been with Edward Jones since 2019 and comes with 24 years of banking experience and customer service excellence.
I hold Series 7 and 66 securities registrations, as well as a life and long-term care insurance license to meet the wide-ranging needs of my clients.
I grew up in Salem, CT, graduated East Lyme High School in 2001 and currently reside in Pawcatuck, CT with my wife, Kara, and our children, Zoe and Luca. We love traveling, exploring the outdoors and playing all different kinds of sports.
Please contact us to discuss your situation. MaryLee and I pride ourselves on providing highly personalized service to help us better understand and meet our clients’ unique goals and needs. We look forward to speaking with you!
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Insurance & Annuities
- Portfolio Reviews
- Retirement Savings Strategies
My Personal Interests
- Home Improvement
- Real Estate
- History and Museums
- Outdoor Enthusiast
Office Address135 Boston Post Road
East Lyme, CT 06333
Phone NumberDavid R Cikatz at (860) 739-6720
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