As an Edward Jones financial advisor, I believe its important to invest my time in understanding what you're working toward before you invest your money. 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 can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
I earned a Bachelor's degree in business administration from the University of Southern Maine in Portland. In addition, I received the CFP® and AAMS® professional designations in 2007.
My wife, Elaine, and I have two children, Courtney and Corey. Active in the community, I was the former president of the Sebago Lakes Chamber of Commerce.
My branch office administrators, Lisa and Taylor, are experienced professionals and are dedicated to providing you with the highest level of service. Please don't hesitate to call on them with questions concerning your statement, dividends, stock certificates or your account in general.
We provide highly personalized service; all aspects of our business are aligned to help us better understand and meet out clients' unique goals and needs.
- Business Retirement Plans
- College Savings
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
My Personal Interests
- Spending Time with Family
Office Address778 Roosevelt Trail
Windham, ME 04062 opens in a new window
Phone NumberPete Neelon at (207) 893-2255
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||By Appointment Only|
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