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David M

Series 66

Endicott, NY

Edward Jones

David Mazzini is a financial advisor at Edward Jones in Endicott, NY, holding a Series 66 designation with 13 years of industry experience, all with Edward Jones since 2013. Outside of his advisory role, he is involved in managing rental property activities. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

Endicott, NY

Edward Jones

Angela Driscoll is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked in education for more than two decades, including roles with the New York State Master Teacher Program and the Binghamton City School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, managed solutions, and affiliated investment products. The firm is notable for its extensive advisor and branch network and offers services under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General retirement planning Retired Founder/Business Owner Executive Women Professionals Women's Finance Newlywed/Engaged
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