Yarmouth Port, MA 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

86 Willow Street Unit 5

Yarmouth Port MA 02675

Advisors at this office

2

Advisors at this office

Rebecca F

Series 66

Yarmouth Port, MA

Edward Jones

Rebecca Flaherty is a financial advisor at Edward Jones with three years of industry experience. Before joining Edward Jones in 2022, she worked at Cape Cod Regional High School as a tutor and has prior experience at firms including Wayforth, Accenture LLC, Apple Inc, and NTT Data Inc. Outside of her advisory role, she tutors math for public school students in West Barnstable, MA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages over $1 trillion in assets through a large nationwide network of financial advisors and branches.

General estate planning guidance Multi-generational wealth transfer Retirement income strategy Planning for children with special needs Inheritance planning Retired Founder/Business Owner Executive Widow/Widower

Calan P

Series 66

Yarmouth Port, MA

Edward Jones

Calan Philbrook is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2009, accumulating 16 years of industry experience. In addition to his advisory role, he contributes as an engineer at Javawood, a composites manufacturing startup, focusing on product design and development without currently taking income from the business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of advisors and branches.

Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner
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