Worcester, MA West Boylston Street 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

1 West Boylston Street, Suite 201 B

Worcester MA 01605

Advisors at this office

2

Advisors at this office

Hamilton S

Series 66

Worcester, MA

Edward Jones

Hamilton Soriano is a financial advisor with Edward Jones in Worcester, MA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Leominster Credit Union, Santander Securities, Morgan Stanley, and Belmont Savings Bank. He serves on the board of Latino Liders Worcester, a local fundraising organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of financial needs. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance Multi-generational wealth transfer Executive Founder/Business Owner Intergenerational Families
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Wahaj S

Series 66

Worcester, MA

Edward Jones

Wahaj Sarwar is a Series 66 licensed financial advisor with five years of industry experience. He is currently affiliated with Edward Jones in Worcester, MA, having previously worked at firms including Bank of America and Merrill. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and affiliated financial products. The firm manages over $1 trillion in assets and supports clients through an extensive network of advisors and branch offices nationwide.

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