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Brendan S

CFP®, Series 66

Salem, NH

Edward Jones

Brendan Slein is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Deloitte & Touche LLP from 2012 to 2018. Outside of his advisory role, he serves on the Board of Directors and as Secretary for Salemhaven Inc. and is a member of the New Hampshire Society of CPA’s Investment Committee. Edward Jones is a full-service wealth management firm with over 23,000 advisors nationwide, serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy Retired Founder/Business Owner Executive
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Connor S

Series 65, Series 63

Salem, NH

Edward Jones

Connor Slein is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at American Funds and American Funds Distributors, Inc. Outside of his advisory role, he is involved in managing a family real estate business in Salem, NH. Edward Jones is a full-service wealth management firm serving 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.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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