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Cory E
Series 66
Lake Katrine, NY
Edward Jones
Cory Espejo is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Dutchess Community College and Svetness, and served four years in the United States Marine Corps. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies and separately managed accounts.
Erin C
Series 66
Lake Katrine, NY
Edward Jones
Erin Clancy is a Series 66-licensed financial advisor with seven years of industry experience, currently with Edward Jones. She has been with Edward Jones since 2017 and previously worked at Jeanette Gordon from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.
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