South Burlington, VT Williston Road 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

2004 Williston Road

South Burlington VT 05403

Advisors at this office

3

Advisors at this office

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Henry R

Series 66

South Burlington, VT

Edward Jones

Henry Romero is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and previously worked at the United Nations Gift Center for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Kristin D

CFP®, Series 66

South Burlington, VT

Edward Jones

Kristin Dearborn is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked at Peterson Consulting Inc, Starbucks, and Vermont Energy Investment Corporation. Outside of her advisory role, Dearborn is a published fiction writer with multiple royalties from short stories and novels, and she serves as president of the South Burlington Rotary Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

ESG / Sustainable investing Retirement income strategy General retirement planning Educators, Teachers, and Academics LGBTQIA
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Michael K

CFP®, Series 66

South Burlington, VT

Edward Jones

Michael Kiessling is a CFP®-designated financial advisor with Edward Jones in South Burlington, Vermont, where he has worked since 2016. He holds a Series 66 license and has 10 years of industry experience. 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 under management and supports its clients through a network of more than 23,700 financial advisors and 15,000 branch offices nationwide.

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