At Edward Jones, we serve a wide variety of clients with many different financial needs, means, goals and stages of life. My priority is to listen and understand what is important to you and your family and to then build a comprehensive strategy that is tailored specifically to your long-term goals. We will partner together to make informed, financially sound decisions and monitor progress to help ensure that you stay on track.
Nancy Vazquez is my branch office administrator and she is fluent in Spanish. As a team, we pride ourselves on making it simple to invest with us and in providing top notch customer service. Both Nancy and I are Berlin residents and we are privileged to run a successful business in town. Ours is the first Edward Jones branch here and we proudly serve clients from town but also from New Britain and the surrounding communities.
I am Series 7 and Series 66 registered. I also hold a Life Insurance license in order to help address the spectrum of financial needs. I was the first president of the Central Connecticut Chapter of BNI, a network of other local business professionals, and I am still an active member. I also serve on the regional leadership team for Edward Jones, coaching and assisting other financial advisors in building and running successful practices. I believe that lifelong learning and continuous improvement are hallmarks of my business and a great benefit to our clients.
My true passion is my family. Outside of work, my time is spent with them. Kim and I have been married for over 25 years and we have lived in Connecticut since 1998. Our lives revolve around the activities of our four children, Andrew, Brooke, Kate and Mason, who go to Berlin schools and participate in many sports and activities that have led to our cherishing this community. We also have a family golden retriever named Chase.
We invite you to call our office to set up a complimentary review of your portfolio.
- Retirement Income Strategies
- Retirement Savings Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Insurance & Annuities
- Portfolio Reviews
Phone NumberMark S Roberti at (860) 357-5160
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
|Sat||By Appointment Only|
- Web Conferencing
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