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Stephanie H

Series 66

Troy, NY

Edward Jones

Stephanie Havens is a Series 66-licensed financial advisor with Edward Jones in Troy, NY. She has 11 years of industry experience and has been with Edward Jones since 2014. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Laura S

Series 65, Series 63

Troy, NY

Edward Jones

Laura Sausville is a financial advisor at Edward Jones in Troy, NY, holding Series 65 and Series 63 licenses with 10 years of industry experience. Her prior roles include positions at LPL Financial, Healthcare Community Securities Corp, CITIZENS Bank, and Citizens Securities INC. She is also a trustee of a family trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment options supported by a large nationwide network of advisors and branch offices.

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