Edward Jones- Office of Tom Crowley

The Edward Jones office of Tom Crowley works with clients on whatever matters most to them financially: preparing for retirement, living in retirement, paying for education, preparing for the unexpected, or planning an estate or inheritance. Crowley is a Certified Financial Planner, and his practice covers retirement planning, investments, insurance and wealth management. Clients can bring one of those goals or all of them, and the planning is built around their priorities.

Crowley works with a team of five: two registered branch associates and three branch office administrators who support client service. Edward Jones, founded in 1922 and headquartered in St. Louis, serves individual investors through local branch offices nationwide, so each client works with a financial advisor of their own. The office’s stated aim is to give clients the personal financial advice they need to achieve their goals.

What to Know

• Registered branch associate Duane McDonald holds the ChFC and RICP designations.
• Brandi Kasza is also a registered branch associate.
• Maryann Bonanno and Nicole Pereira are senior branch office administrators, and Susan Fonseca is a branch office administrator.
• The office is listed with the Cambridge Chamber of Commerce.