As an Edward Jones financial advisor, I believe it is important to invest my time to understand what you are working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help you with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
In 2012, I joined Edward Jones and currently run the Longmeadow branch office. I have over 20 years of experience in the financial services industry.
I earned a bachelor's degree in business from the University of Massachusetts Dartmouth. In addition, I hold a Certified Financial Planner™ certification. 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.
My wife, Kristen, and I reside in Wilbraham and we have five children: Olivia, Emma, Mack, Finn and Annie.
My branch office administrator, Sonja Martin, is dedicated to providing you with the highest level of service possible. Please don't hesitate to call on her with any questions or concerns you may have on your account.
Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of business in their lives.
Feel free to stop by or call for an appointment convenient to your schedule.
Office Address475 Longmeadow Street
Longmeadow, MA 01106
Phone NumberJason S Hicklen at (413) 525-3471
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