Winchendon, MA Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,159 offices

Location

113 Central St

Winchendon MA 01475-1611

Advisors at this office

2

Advisors at this office

Jordyn L

Series 66

Winchendon, MA

Edward Jones

Jordyn Lynds is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Prior to Edward Jones, Jordyn worked at HUB International and ICNE. Outside of financial advising, Jordyn is involved with the Henry Heywood Memorial Hospital as a resident leader focused on healthy food access, social inclusion, and economic empowerment, and is the owner of Winchendon Woods Farm, where they manage animal care and sales. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm supports these services with a large network of financial advisors and branch offices nationwide.

Divorce financial planning Family Business Charitable giving & philanthropy Planning for children with special needs ESG / Sustainable investing Founder/Business Owner

Cailte K

CFP®, Series 66

Winchendon, MA

Edward Jones

Cailte Kelley is a CFP® and holds a Series 66 license, with 10 years of experience at Edward Jones in Winchendon, MA. She has also been self-employed as a musician since 1997, performing piano and vocals for various bands and events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated financial services.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Retirement income strategy Income planning Doctor or Medical Professional Founder/Business Owner
View complete list of advisors at this office
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