Skip to Main Content
Calan Philbrook, Financial Advisor

FINANCIAL ADVISOR
Calan R Philbrook

AAMS™
86 Willow Street Unit 5, Yarmouth Port, MA 02675opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Sustainable investing
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies

About Calan

I'm Calan R. Philbrook, a financial advisor and partner at Edward Jones. With over 15 years of experience, I'm recognized for my commitment and dedication to my clients. My foundation in the field was set when I earned the Accredited Asset Management Specialist™ designation in 2011. This accomplishment, along with extensive practical experience, have equipped me to better understand and cater to each client's unique financial needs.

A significant portion of my work involves catering to retirees and those on the brink of retirement. An insightful and empathetic approach, combined with a keen understanding of retirement planning, helps enable me to...

Work History

  • Edward JonesNovember 2009 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Traveling
  • Photography
  • Woodworking

Team Members

  • Anne Cassano
    Branch Office Administrator
  • Veronica Ritchie
    Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(508) 362-2152

Fax

(888) 479-5628

Office Address

86 Willow Street Unit 5
Yarmouth Port, MA 02675opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More