Windsor, CT 233 Addison Rd Office

Daniel Gilligan is a financial advisor at Edward Jones in Windsor, CT, with nine years of industry experience. He holds a Series 66 designation and previously worked at SAP for one year before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Monica Forbes is a financial advisor with Edward Jones in Windsor, CT. She holds a Series 66 designation and has over 28 years of prior experience at IBM. She is also the owner and broker of Forbes Insurance Solutions LLC, a health insurance brokerage. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, managing approximately $1.01 trillion in assets. The firm is notable for its extensive retail advisor network and affiliated financial services.

Martin Mc Mahon is a Certified Financial Planner (CFP®) with 27 years of experience, currently serving at Edward Jones since 1998. He holds Series 63 and Series 66 licenses and is based in Windsor, CT. Outside of his advisory role, Mc Mahon is involved with the Windsor Historical Society’s Board of Finance and is a partner in DKNK Enterprises, a real estate business developing a building to house financial advisors. 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 strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large network of financial advisors and branch offices across the United States.

Mary Thompson is a financial advisor with Edward Jones in Windsor, CT, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Oldfields School and Stanley Black and Decker. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of managed strategies and separately managed accounts, operates under a fiduciary standard, and reported approximately $1.01 trillion in assets under management.