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Gary Shilman, Financial Advisor

FINANCIAL ADVISOR
Gary Shilman

348 Washington Street, Wellesley Hills, MA 02481opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Special Needs Financial Considerations
  • Wealth Strategies

About Gary

As an Edward Jones financial advisor, the clients we serve best are individuals, families and business owners that value a personal, customized and comprehensive approach to wealth strategies and appreciate guidance that is common-sense, straightforward and easy to understand.

We follow an established process that begins with understanding the level of risk you're comfortable accepting when investing, so we can balance it with the steps necessary to help you reach your long-term goals.

How I Partner with My Clients

Serving my clients' best interest, without exception, is a responsibility I take very seriously. I take my time to get to know each...

Work History

  • Edward JonesSeptember 2024 to Current
  • Potomac Fund ManagementAugust 2023 to February 2024

Education

  • McGill UniversityBachelor of Commerce

Send Me a Message

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Office Information

Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(781) 694-8138

Fax

(855) 507-3594

Office Address

348 Washington Street
Wellesley Hills, MA 02481opens in a new window

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