As an Edward Jones financial advisor, I am fortunate to get up every morning and head to a job I love. It is especially gratifying to work for a company so aligned with my belief that the client comes first.
I believe it's important to invest my time in understanding what’s most important to you before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing, so we can balance this with helping you achieve your long-term goals.
The strong client relationships I have today have been built through my 13 years of experience to continually improve my strategies in order to tailor to the needs of my clients. My passion is to provide financial confidence for individual investors through all market conditions.
On a personal note, my wife, Patricia, and I have been Sturbridge, MA residents for 19 years. We have been married for 38 years and have seven children and twelve grandchildren. Our family is our greatest blessing; nothing brings us greater joy than spending time with them. We enjoy the outdoors, hiking, kayaking, traveling and pursuing new adventures.
I was raised around investments as my father was also a financial advisor and my brothers are CPAs. My education includes a Master of Business Administration and a Bachelor of Science in finance.
My branch team includes Ellen Santimaw and Lauri Cotela. We work together to create an ideal and comprehensive client experience through advanced technology and support. As a team, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a tailored strategy to help you achieve your financial goals. In the end, we strive to understand what is important to you, establish a personalized process, and partner together to help keep you on track for the rest of your life.
We invite you to call our office and schedule a complimentary portfolio review.
My Personal Interests
Office Address419 Main Street
Sturbridge, MA 01566
Phone NumberJeff Burdick at (508) 347-1420
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