As an Edward Jones financial advisor, I believe it is important to know my clients and what is important to them in order to get an understanding of their present and future financial needs. Being a financial advisor for families involves more then investing. It is about knowing your clients, earning their trust and being a positive resource during their triumphs as well as the unfortunate events in life.
As an active member of the community, I speak at local community centers and am an ambassador for the Worcester Chamber. I am also the founder of the Women Connecting Worcester Style networking group and was previously compliance leader for our region.
I moved to the Worcester area from Florida in 2009 and joined Edward Jones shortly after arriving. It was a career change for me that I never knew I needed. I have been so blessed to have found the right fit for my family and me.
My branch works as a team, and together, we create an ideal and comprehensive client experience by always putting our clients' needs first. We each look forward to coming to the office every day meeting with our clients and learning about what is important to them. We use a systematic and comprehensive approach to helping client achieve their financial goals.
At Edward Jones, we focus on you. The firm has thousands of people and advanced technology customized to help our office guide you to reach your long-term financial goals.
Focus areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Domestic Partner Finances
- Divorce Finances
- Estate & Legacy Strategies
- Wealth Strategies
Focus Areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Domestic Partner Finances
- Divorce Finances
- Estate & Legacy Strategies
- Wealth Strategies
My Personal Interests
- Traveling
- Art & Theater
- History and Museums
- Movies & Entertainment
Personal Interests
- Traveling
- Art & Theater
- History and Museums
- Movies & Entertainment
Office Information
Phone Number
Lisa M Casillo at (508) 854-1608Branch Team
- Ron Plourde
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- Ron Plourde
- Branch Office Administrator
Branch Team
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