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Olivia L

Series 66

Brattleboro, VT

Edward Jones

Olivia Lezcano is a financial advisor at Edward Jones in Brattleboro, VT, holding a Series 66 designation. She has brief industry experience and previously worked in various roles outside finance, including positions at The Door Shop and Concordia University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Adrian L

Series 66

Brattleboro, VT

Edward Jones

Adrian Lezcano is a financial advisor with Edward Jones in Brattleboro, VT, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he held roles in education and community organizations, including SAU29, Monadnock Coop, and Granite State College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) Multi-generational wealth transfer General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Ana S

Series 63, Series 66

Brattleboro, VT

Edward Jones

Ana Saavedra is a financial advisor with Edward Jones in Brattleboro, Vermont, holding Series 63 and Series 66 licenses and 22 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she is involved in real estate through managing rental properties and a family partnership. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive
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