As an Edward Jones financial advisor for 29 years, I believe it is important to develop deep and meaningful relationships that help our clients identify and reach their long-term financial goals.
I live and work in the Souhegan Valley, where I opened the first Milford Edward Jones office in 1992. I focus on making sure every client feels heard and that I understand their unique story. After creating a tailor-made financial strategy, I make sure they know why I suggest a specific recommendation, what to expect from it and how much it is going to cost.
For four consecutive years (2016-2019), I was named to Barron's magazine's list of "America's Top 1,200 Financial Advisors." ***
For the past 24 years, I have qualified for the annual Managing Partner's Conference, an honor reserved for the firm's top 400 financial advisors. From 1999-2008, I was the firm's regional leader in the Northeast.
The Souhegan Valley Chamber of Commerce recognized me as Business Leader of the Year in 2005. I am past president of the chamber and the Milford Rotary Club, which awarded me its Presidential Citation. I am currently a member of the Milford Rotary Club and a former director of the Boys & Girls Club of Souhegan Valley.
As a 1987 graduate of the U.S. Military Academy at West Point, I served five years as an officer in the Army Corps of Engineers, attaining the rank of captain. I am a recipient of the Bronze Star for service in the first Persian Gulf War and the Meritorious Service Medal recognizing my years of active service.
*** Barron's 'Top 1,200 Financial Advisors,' March 11, 2019. Barron's Top 1,200 criteria based on assets under management, revenue produced for the firm, regulatory record, quality of practice, philanthropic work and more. The rating is not indicative of the financial advisor's future performance. Neither Edward Jones nor its financial advisors pays a fee to Barron's in exchange for the rating. Barron's is a registered trademark of Dow Jones & Co.
My Personal Interests
- Spending Time with Family
- Community Outreach
- Health & Nutrition
Office Address1 Elm Street
Milford, NH 03055
Phone NumberMarc D Chareth at (603) 673-3957
|Mon||09:00AM - 04:30PM|
|Tue||09:00AM - 04:30PM|
|Wed||09:00AM - 04:30PM|
|Thu||09:00AM - 04:30PM|
|Fri||09:00AM - 04:00PM|
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