Milford, NH Mont Vernon Street Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

5

Of 24,118 advisors across 14,150 offices

Location

29 Mont Vernon Street Suite 5

Milford NH 03055

Advisors at this office

5

Advisors at this office

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Ronald T

Series 66

Milford, NH

Edward Jones

Ronald Troie is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2019. Prior to his financial career, he spent ten years at Mechanical Management, Inc. 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 options, supported by a large network of financial advisors and branch offices nationwide.

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

Series 66

Milford, NH

Edward Jones

Lisa Madsen is a financial advisor with Edward Jones in Milford, NH, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she maintains a Shaklee distributorship primarily for personal product purchases. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates nationally with over 23,700 financial advisors.

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

Series 66

Milford, NH

Edward Jones

Donald Blalock is a Series 66-licensed financial advisor with Edward Jones in Milford, NH, where he has worked since 2010. He has 16 years of industry experience. Outside of his advisory role, he owns and maintains a rental property in Wolfeboro, NH. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

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

Marc C

Series 63, Series 66

Milford, NH

Edward Jones

Marc Chareth is a financial advisor with Edward Jones in Milford, NH, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. He has been with Edward Jones since 1992. Outside of advising, he owns a single-family rental property adjacent to his primary residence. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional accounts. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services through a nationwide network of more than 23,000 financial advisors.

Charitable giving & philanthropy Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive

Brian B

Series 66

Milford, NH

Edward Jones

Brian Burbach is a financial advisor at Edward Jones with two years of industry experience. Prior to his current role, he worked at Concord Christian Academy and South Merrimack Christian Academy for over two decades combined. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a network of over 23,000 financial advisors nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Educators, Teachers, and Academics
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