Scituate, MA Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,148 offices

Location

103 Front Street

Scituate MA 02066

Advisors at this office

2

Advisors at this office

Victoria R

Series 63, Series 66

Scituate, MA

Edward Jones

Victoria Robillard is a financial advisor with Edward Jones in Scituate, MA, holding Series 63 and Series 66 licenses and four years of industry experience. She previously worked at Fidelity Investments and co-hosts the Journey to Balance podcast, which discusses how local women find work-life balance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad array of advisory programs, including discretionary and non-discretionary strategies, and manages over $1 trillion in assets through a large network of advisors and branches nationwide.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Business exit / sale strategy Planning for children with special needs Founder/Business Owner Intergenerational Families Divorced

Lori S

Series 66

Scituate, MA

Edward Jones

Lori Shea is a Series 66-licensed financial advisor with Edward Jones in Scituate, MA, bringing nine years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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