At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs. We can develop a solutions-based approach tailored to your goals and provide exceptional service. My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. Whether you need to save for a child’s college education, reduce taxes or prepare for retirement, I can help.
In 2000, I began my Edward Jones career as a financial advisor in North Andover. I previously worked as a product manager for Illinois Tool Works. I relocated my office to Andover and became a limited partner with Edward Jones in 2011. I graduated with a BA in chemistry and business from Vanderbilt University and an MBA in marketing from Bentley University. I hold the AAMS® designation.
My wife, Sharon, and I live in Andover. When I'm not working, I enjoy spending time bicycling, swimming, hiking and traveling.
I have served the firm as a field trainer and mentor and have held many leadership positions in the region. I particularly enjoy working with new financial advisors to help them build their businesses.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs. Relationships are key, and in our view, meeting face to face builds strong relationships.
I would like to help to provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
My Personal Interests
- Mountain Biking
Office Address12 Essex Street
Andover, MA 01810
Phone NumberRich Ebbert at (978) 470-0073
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