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Mark F

Series 66

Hudson, MA

Edward Jones

Mark Freeman is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and previously worked at Ansys for nine years. Outside of his advisory role, Freeman serves as a trustee for Highland at Holliston Trust II and volunteers as a teacher and advisor for DECA at Holliston Public Schools, assisting students with public speaking and competition preparation. 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 strategies and affiliated investment products, operating under a fiduciary standard and maintaining a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business exit / sale strategy General retirement planning Wealth management Founder/Business Owner
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Daniel T

Series 66

Hudson, MA

Edward Jones

Daniel Tenore is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he officiates youth basketball games during the winter months. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a 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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Bassam B

CFA®, Series 63

Hudson, MA

Edward Jones

Bassam Bitar is a CFA® charterholder and holds a Series 63 license, with 13 years of industry experience. He has been with Edward Jones since 2023 and previously worked at Brighthouse Financial and FIDELITY Brokerage Services. 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 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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