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Thomas O

Series 66

St Johnsbury, VT

Edward Jones

Thomas O'Reilly is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked as a consultant and at YBA Kanoo Group and Dell Technologies. 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 strategies, supported by a large network of financial advisors and branch offices across the country.

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

Series 66

St Johnsbury, VT

Edward Jones

Shaina Calhoun is a financial advisor at Edward Jones with eight years of industry experience. She previously worked at TD Bank for five years before joining Edward Jones in 2018. Calhoun serves as a board member of the St. Johnsbury Chamber of Commerce, where she participates in promoting the downtown area. 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 services, including discretionary and non-discretionary strategies, and operates a nationwide network of financial advisors and branches.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
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Eric W

CFP®, Series 66

St Johnsbury, VT

Edward Jones

Eric Wilson is a financial advisor at Edward Jones with 24 years of industry experience. He holds the CFP® designation and has been with Edward Jones since 2009. Outside of his advisory role, he has royalty income from a documentary related to East Burke LLC. 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 and investment solutions supported by a nationwide network of over 23,700 financial advisors.

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