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Christopher S

CFP®, Series 66

Barrington, RI

Edward Jones

Christopher Stevenson is a financial advisor at Edward Jones in Barrington, RI, holding CFP® and Series 66 credentials with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Paychex Inc. and Best Beverage and Catering. He serves as president of the Kappa Delta Phi National Fraternal Alumni Association, managing alumni relations and hosting annual meetings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory and investment options. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices across the United States.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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John L

CFP®, Series 63, Series 65, Series 66

Barrington, RI

Edward Jones

John Leary is a CFP® professional with 30 years of industry experience and has been with Edward Jones since 2003. He holds Series 63, 65, and 66 licenses. Outside of his advisory role, he serves as Chair of the Board of Management for the Bayside YMCA, representing the local branch on the Greater Providence YMCA board. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Charitable giving & philanthropy Divorce financial planning Retirement income strategy Inheritance planning Planning for children with special needs Attorney
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