Braintree, MA Office

Andrew Smith is a financial advisor at Edward Jones in Braintree, MA, holding a Series 66 designation with six years of industry experience. He has worked at Edward Jones since 2019, with prior roles in mortgage lending at Plaza Home Mortgage, MSA Mortgage LLC, and Mortgage One Solutions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacqueline Wilson is a CFP®-designated financial advisor with Edward Jones in Braintree, MA, where she has worked since 2013. She has 12 years of industry experience and holds the Series 66 license. 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 and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services, supported by a nationwide network of over 23,700 financial advisors.

Roberto Crugnale is a financial advisor at Edward Jones with 21 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work experience includes roles at Western Southern Financial Services and Touchstone Securities, Inc., as well as self-employment through LEDGESTONE LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets, with a large network of advisors and branch offices across the United States.