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Elise F

Series 66

Bar Harbor, ME

Edward Jones

Elise Frank is a Series 66-licensed financial advisor with Edward Jones in Bar Harbor, ME, where she has worked since 2015. She has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy ESG / Sustainable investing Founder/Business Owner Women Business Owners Women's Finance
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