Bangor, ME Union St Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,118 advisors across 14,150 offices

Location

670 Union St

Bangor ME 04401

Advisors at this office

2

Advisors at this office

Daniel M

Series 66

Bangor, ME

Edward Jones

Daniel Michaud is a financial advisor with Edward Jones in Bangor, ME, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked for six years at Mattress Firm. Michaud serves on the membership board of Climate Work Maine, supporting the development of donor and participant acquisition strategies. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, offering both discretionary and non-discretionary strategies, as well as affiliated mutual funds and other services.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Inheritance planning Oil & Gas

John B

Series 66

Bangor, ME

Edward Jones

John Byrne is a financial advisor with Edward Jones in Bangor, Maine, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Byrne serves on the investment committee for Carrabassett Valley Academy, overseeing the school's endowment investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner Intergenerational Families
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