I came to Edward Jones because I admired their culture, reputation and the opportunity to help people with their long-term financial goals. The most rewarding part of my job is helping to guide clients through the maze of investment choices, using our established 5-step Process. My clients include families, small business owners and investors of all sizes. We have access to some of the best tools and research in the industry, all with the convenience of a local office where we can meet face to face. What's most important to you, is what's most important to us. The training and mentoring is constant, all in an effort to be the best financial advisor I can be, so clients will be given advice competently and in their best interests. I hold my series 7 and 66 registrations, as well as my life and health insurance licences.
My branch office administrator, Dawn Stavens, has lived in the area her entire life and raised her two daughters here. 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.
I've also lived in the community my entire life and raised my family here as well, after over 25 years of owning and managing several business ventures. I am also a charter member in the Vernon Lions Club and 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. Let us know how we can help you achieve your long term serious financial goals, whether its saving or living in retirement, college education, business retirement plans and a host of other financial services.
My Personal Interests
- Mountain Biking
Office Address520 Hartford Tpke Suite N
Vernon Rockville, CT 06066
Phone NumberMark I Wolverton at (860) 871-4171
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|
- Web Conferencing
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