As an Edward Jones financial advisor, I am blessed to have a job that I love. It is gratifying to work with clients that I consider friends and family.
I believe it's important to invest my time to understand what you're working toward before you invest your money. Working closely with you and your accountant, estate 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 joined Edward Jones as a financial advisor in 2011, opening the firm's first branch in Ludlow, MA. Since 2015, I have served the firm as a leader in training new financial advisors.
For the past seven years in a row, 2013-2020, I have received the firm's exclusive Spirit of Partnership Award for outstanding performance. I was one of only 1,283 financial advisors out of the firm's more than 18,000 to receive the award.
I attended Westfield State University and graduated cum laude with a bachelor's degree in finance.
When I am not working with my clients or helping out in the community, I enjoy spending time with my family and friends. I enjoy the outdoors, exercising, playing soccer, riding ATVs and traveling the world.
My Branch Office Administrator, Jackie Czepiel, is committed to providing personalized service to our clients. She brings over 30 years of customer service experience to our branch.
At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
I would like to help to provide the answers to your questions so you can make informed, financially sound decisions. We invite you to call or stop by our branch so we can schedule a meeting and discuss your financial strategy.
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Office Address658 Center St
Ludlow, MA 01056
Phone NumberSteven A Crespo at (413) 547-6048
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