Stowe, VT Mountain Rd Box 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

394 Mountain Rd Box #3, Baggy Knees Shopping Center

Stowe VT 05672

Advisors at this office

2

Advisors at this office

Alexander A

Series 66

Stowe, VT

Edward Jones

Alexander Adami is a financial advisor at Edward Jones in Stowe, VT with a Series 66 designation and one year of industry experience. His prior work includes roles at Vasion, Lone Wolf Technologies, Phoenix Tower International, ADT, and Entrex Capital Market, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated products, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) ESG / Sustainable investing Founder/Business Owner

Caren M

Series 66

Stowe, VT

Edward Jones

Caren Merson is a financial advisor at Edward Jones in Stowe, VT, holding a Series 66 designation with 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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