As an Edward Jones financial advisor, I work to understand what is important to my clients. Everyone has unique goals and my objective is to help clients put strategies in place to meet those goals.
My career with Edward Jones began in July of 2000 in Medfield, MA and over time, I'm proud to have become a limited partner in the firm.
At Edward Jones, we believe in giving back to the community and to each other. Currently, I am an active member on the Norfolk Lions Club. I also volunteer to train newer financial advisors as we grow the firm. In the past, I've coached youth baseball, basketball and soccer and served on various booster athletic boards.
I'm grateful to have a wonderful wife, Diane, and we have been blessed with three terrific children, John, Joe and Sarah.
Our office service team includes senior branch office administrators Patti Impey and Maura Gerardi. We welcome the opportunity to work with your attorney, CPA and other trusted professionals to help provide solutions as needs arise.
Focus areas
- Intergenerational Planning
- Retirement Income Strategies
- Retirement Savings Strategies
- New Investors
- Portfolio Reviews
- Wealth Strategies
Focus Areas
- Intergenerational Planning
- Retirement Income Strategies
- Retirement Savings Strategies
- New Investors
- Portfolio Reviews
- Wealth Strategies
My Personal Interests
- Woodworking
- Gardening
- Sports Enthusiast
- Health & Nutrition
- Reading
Personal Interests
- Woodworking
- Gardening
- Sports Enthusiast
- Health & Nutrition
- Reading
Office Information
Office Address
66 North StreetMedfield, MA 02052 opens in a new window
Mailing Address
Po Box 408Medfield, MA 02052
Phone Number
Matt Cullen at (508) 359-4114Branch Team
- Maura Gerardi
- Sr. Branch Office Administrator
- Patti Impey
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Friday | 08:30AM - 05:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Friday | 08:30AM - 05:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- Maura Gerardi
- Sr. Branch Office Administrator
- Patti Impey
- Sr. Branch Office Administrator
Branch Team
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