Brattleboro, VT 972 Putney Rd Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,095 advisors across 14,148 offices

Location

972 Putney Rd, Unit 5

Brattleboro VT 05301

Advisors at this office

3

Advisors at this office

Amy F

Series 66

Brattleboro, VT

Edward Jones

Amy Frechette is a financial advisor at Edward Jones in Brattleboro, VT, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, she worked at Green Mountain Power and New Chapter. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory services, supported by a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner

Spencer A

CFP®, Series 66

Brattleboro, VT

Edward Jones

Spencer Adams is a CFP® professional at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent five years at Valet Park of America. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment options, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive

Joshua R

Series 66

Brattleboro, VT

Edward Jones

Joshua Roberts is a financial advisor at Edward Jones in Brattleboro, VT, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015 and also has a background in real estate through Roger J. Roberts Real Estate. Outside of his advisory role, he serves as Vice President of Shared Housing Inc, an organization focused on promoting education and advocacy for shared housing benefits. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm is notable for its extensive network of financial advisors and branch offices, as well as its additional capabilities including a trust company and securities-based lending options.

Retirement income strategy General retirement planning General estate planning guidance Retired Founder/Business Owner Executive
View complete list of advisors at this office
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