Hamilton Soriano

Advisor at Edward Jones

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Credentials

Series 66

Edward Jones logo

Firm

Edward Jones

Location

Worcester, MA 01605

Expertise

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance Multi-generational wealth transfer

Occupation focus

Executive Founder/Business Owner

Demographic focus

Intergenerational Families

Work history

Edward Jones

2021 - Present (5 years)

Leominster Credit Union

2020 - 2021 (1 year)

Santander Securities, LLC

2019 - 2020 (1 year)

Santander Bank, NA

2019 - 2020 (1 year)

Morgan Stanley Private Bank, N.A.

2018 - 2019 (1 year)

Morgan Stanley

2018 - 2019 (1 year)

Morgan Stanley

2018 - 2018 (1 year)

Belmont Savings Bank

2016 - 2018 (2 years)

Holyoke Credit Union

2015 - 2016 (1 year)

University of Massachusetts (Amherst)

2012 - 2017 (5 years)

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