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Sarah M

Series 66

South Hamilton, MA

Edward Jones

Sarah Moore is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2016. She has nine years of industry experience. Outside of her advisory role, she is associated with Dik Family LLC, a bank holding company based in Sunapee, New Hampshire. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy General retirement planning ESG / Sustainable investing Retired Founder/Business Owner Executive
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Sarah W

Series 66

South Hamilton, MA

Edward Jones

Sarah Wilsey is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she spent nine years at Northeast Arc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Planning for children with special needs Caring for aging parents Retired Founder/Business Owner Executive Women's Finance Religious/faith focused
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