Walpole, MA Boston Providence Hwy 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

1600 Boston Providence Hwy, Ste 121

Walpole MA 02081

Advisors at this office

2

Advisors at this office

Crystal T

Series 66, Series 63

Walpole, MA

Edward Jones

Crystal Tiffany is a financial advisor at Edward Jones in Walpole, MA, with two years of industry experience. She previously worked at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, State Street Bank, and KPMG Advisory Services. Outside of her advisory role, she is the sole proprietor of Lolo & Huck Publishing, LLC, a self-publishing company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies, access to managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Wealth management Executive Founder/Business Owner Doctor or Medical Professional

Holly L

Series 66

Walpole, MA

Edward Jones

Holly Landry is a financial advisor at Edward Jones in Walpole, MA, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she volunteers as a dance teacher at a local dance studio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, supported by affiliated services including trust and securities lending options.

College savings (529s, UTMA, etc.) Divorce financial planning Multi-generational wealth transfer General retirement planning Wealth management Retired Founder/Business Owner Executive
View complete list of advisors at this office
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