portrait of Caren M Merson

About Caren

After graduating from college, I began my career working alongside my father in a family owned and operated business for 12 years. I came to appreciate the hard work and dedication that goes into running your own business. It was also where I was taught the importance of saving and investing for the future.

As an Edward Jones financial advisor since 2009, I truly enjoy working with my clients and their families in Vermont and across the country; virtually or in person. I have the experience to help clients navigate complex financial landscapes, offering tailored strategies that align with their unique...

Focus Areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Divorce Finances
  • Wealth Strategies

Work History

  • Edward JonesApril 2009 to Current

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Univ of Alabama-TuscaloosaBachelor of Arts and Science

Personal Interests

  • Tennis
  • Skiing
  • Golfing
  • Hiking
  • Wine Collecting/Enthusiast

Team Members

  • Robin Bruce
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

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