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Edward Jones – Walter Hartford
As a financial advisor, I believe that it’s important to invest my time in understanding what you’re working toward before you invest your money.
I began my Edward Jones career in 2018 as a financial advisor, serving clients in the Beverly, MA area.
A 1987 graduate of the University of Massachusetts at Amherst, I hold a Bachelor of Business Administration degree in accounting.
In 2012, I earned the CFA® professional designation. This distinction, combined with over 30 years of experience in the financial Industry, uniquely align me to help you achieve your financial goals.
A firm believer in using one’s skills to give back to your community, I have served as a member of the Ipswich Finance Committee since 2015, where I work to align town spending with community needs and goals.
I would like to use my experience and expertise to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your financial goals and strategies for reaching them.