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portrait of Ana M Saavedra
FINANCIAL ADVISOR

Ana M Saavedra

225 Main St Suite 1, Brattleboro, VT 05301opens in a new window
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About Ana

Since 2004, I have been serving the Brattleboro, VT, market as an Edward Jones financial advisor. I am very involved with our community, serving on the board of directors for Youth Services for over 10 years and also as a long-standing member of the Brattleboro Rotary Club. I have also recently been asked to serve on the BMH Investment Advisory Committee.

Our branch team, including myself, Adrian Lezcano and Lauri DuBois, is laser-focused on only one thing: helping the individual investor achieve their goals through consistently applied, time-tested wealth strategies. Understanding our clients' goals, timeframe, values, risk tolerance and investing...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Business Retirement Plans
  • College Savings
  • Estate & Legacy Strategies

Work History

  • Edward JonesJanuary 2004 to Current

Education

  • Florida State UniversityBachelors

Personal Interests

  • Culinary Arts
  • Farming
  • Gardening
  • Genealogy
  • Wine Collecting/Enthusiast

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Office Information

Phone

(802) 257-4144

Fax

(866) 617-7479

Office Address

225 Main St Suite 1
Brattleboro, VT 05301opens in a new window

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