Work History
Edward Jones
Edward JonesMay 2008 to Current
Focus Areas
- Retirement Savings Strategies
- Business Retirement Plans
- Insurance & Annuities
- College Savings
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
About Alan
I am passionate about helping families, businesses and organizations envision and realize their goals and objectives. In 26 states, I am privileged to serve; grateful to be their first choice when seeking help in crafting a realistic strategy to help them achieve their serious, long-term financial objectives.
I believe we must understand what you are working toward and your timetables before we develop that strategy and position your money. Living, college, retirement; working together, we can design the optimal holistic strategy to help you get there. We then address living in retirement, so you have more options when you are done...
I believe we must understand what you are working toward and your timetables before we develop that strategy and position your money. Living, college, retirement; working together, we can design the optimal holistic strategy to help you get there. We then address living in retirement, so you have more options when you are done...
Work History
Edward Jones
Edward JonesMay 2008 to Current
Certifications
AAMS™
Accredited Asset Management Specialist™
Education
Harvard University
Harvard UniversityMaster of EducationNortheastern Univ
Northeastern UnivBachelor of Arts
Education
Harvard University
Harvard UniversityMaster of EducationNortheastern Univ
Northeastern UnivBachelor of Arts
Personal Interests
- Dancing
- Movies & Entertainment
- Fishing
- Cooking
- Music
Team Members
Jodi HawthorneBranch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00AM |
| Mon | 08:30AM - 05:00AM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00AM |
| Mon | 08:30AM - 05:00AM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Phone
(978) 486-1059Fax
(877) 479-2306Office Address
222 Great Rd Ste 8Littleton, MA 01460
Location
LittletonFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
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