A human voice! Someone who picks up the phone and is available to talk, without going through a maze of recordings and long wait times that are so common today. We put the power of personalized service to work for you in developing a comprehensive financial strategy, designed to help you reach your long-term goals. Whether its preparing or living in retirement, saving for a college education or even buying a vacation home, we will guide you competently and professionally using an established process. Part of this process is getting to know each other, your aspirations and your family, all in a local or virtual setting. Our strategies are customized, and we work to ensure that your best interests always come first. Having over 16,000 offices means you can go almost anywhere in the country and find a place close by to conduct your business.
I've lived in the community my entire life and raised my family here, after over 25 years of owning and managing several business ventures. I live in Broad Brook with my wife, Jennifer. Edward Jones is a family affair for us, as she is the branch office administrator for the Simsbury office. Our son-in-law manages the East Windsor office. I hold my series 7 and 66 registrations, as well as my life and long-term care insurance licenses. I enjoy family time, tinkering around the house, snowmobiling in the winter and boating and golf in the summer.
My branch office administrator, Dawn Stavens, has lived in the area her entire life as well. She comes from a municipal and banking background before joining Edward Jones in 2016. Dawn is the secretary of the Vernon chapter of the Lions Club and spends much of her time giving back to the community. She presently lives in Tolland with her husband, Ron, and their dog, Dallas, named after Dawn's favorite football team.
Call us today to set up a meeting, so we can show you how to put the power of Jones to work for you!
- Retirement Savings Strategies
- New Investors
- Insurance & Annuities
- Business Retirement Plans
- College Savings
- Entrepreneurs & Business Owners
My Personal Interests
- Mountain Biking
Phone NumberMark I Wolverton at (860) 871-4171
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