I became a financial advisor with Edward Jones in order to serve families in a deep and meaningful way. Our financial health determines so much of our life's trajectory and it is an honor to help my clients organize, plan and protect their wealth.
I am passionate about the personalized approach that is so ingrained in the Edward Jones philosophy. Even in today's high-tech world, people crave human interaction and what machines cannot provide - caring, empathy and a presence in times of great joy and great concern.
I value relationships based on a deep understanding your unique financial needs. 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 began my career with Edward Jones in 2004 and have steadily grown my practice over the years with the help and support of my clients and the community I serve. I possess an MBA from Babson college and an undergraduate degree in biology from Assumption University. Married with two children, I enjoy soccer, golfing, writing and traveling.
Our team consists of branch office administrators Catherine Harrington and Samantha Tremblay who are dedicated to providing personalized client care with a familiar voice and a local presence. Cat and Sam are unparalleled in their commitment to service excellence and will go out of their way to make you feel part of the Edward Jones family.
Our team is here to help you achieve your financial goals. I invite you to experience the Edward Jones difference. It all begins with a conversation, so give us a call or stop by to get started.
- Wealth Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
My Personal Interests
- Sports Enthusiast
- Active Lifestyle
Phone NumberMark J Bernier at (508) 755-1213
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