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Lindsey B

Series 66

Amesbury, MA

Edward Jones

Lindsey Belo is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, Lindsey worked at Align Credit Union and Granite State Credit Union. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance Wealth management Retirement income strategy Retired Founder/Business Owner Executive
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Preston C

Series 63, Series 66

Amesbury, MA

Edward Jones

Preston Carbone is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and possessing 14 years of industry experience. His prior work includes roles at John Hancock and its affiliates from 2011 to 2020, as well as brief positions at MML Distributors and MassMutual in 2020. He has been with Edward Jones since 2021. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner
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