Tiffany Day

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Concord, NH 03301-6099

Credentials

Series 66

Industry experience

9 years

Expertise

Business ownership considerations Business succession planning General estate planning guidance General retirement planning Wealth management

Occupation focus

Founder/Business Owner

Demographic focus

Women Professionals

Work history

Edward Jones

2016 - Present (10 years)

9 East Network

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Christy T

Series 63, Series 66

Deerfield, NH

Fidelity

Christy Tryder is a Benefits & Planning Consultant within the Executive Services division. She works closely with clients to develop comprehensive financial plans that align with their individual personal and financial goals. Christy focuses on empowering clients and supporting them through significant life transitions to build lasting financial confidence. She has been with Fidelity Investments since 2021, progressing from Customer Relationship Advocate to High Net Worth Service Associate, and then to Planning Consultant before assuming her current role. Christy graduated from the University of Colorado Boulder. Outside of work, she enjoys biking, music, photography, sailing, skiing, and spending time with her pets.

General retirement planning Retirement income strategy Income planning

Jason C

Series 63, Series 66

Hooksett, NH

Fidelity

Jason Carace is a Financial Consultant at Fidelity Investments, where he has been working since 2024. He partners with individuals and families to develop holistic financial plans tailored to their goals and needs, providing ongoing support through changing life circumstances. Jason has been with Fidelity Investments since 2013, holding various roles including Managed Solutions Consultant, Portfolio Specialist, Client Management Representative, Workplace Planning and Guidance Consultant II, Workplace Planning and Guidance Consultant, High Engagement Representative, and Financial Associate. His experience encompasses financial consulting and client management within the firm. Outside of his professional work, Jason enjoys biking, family activities, football, golf, hiking, and skiing.

General retirement planning Income planning Cash flow / budgeting Young Families Parents Work/Life Balance

Shania P

Series 63, Series 66

Dunbarton, NH

Fidelity

Shania Perham is a Financial Consultant at Fidelity Investments, a position she has held since 2024. She has developed her career at Fidelity Investments through various roles including Planning Consultant, Relationship Manager, Financial Representative, and Customer Relationship, demonstrating a progressive commitment to financial services since 2020. Her approach focuses on collaborating with individuals, families, and business owners to develop comprehensive financial plans tailored to their unique goals. She aims to empower clients to make informed investment decisions and achieve peace of mind for retirement, maintaining long-lasting relationships to support clients as their circumstances evolve. Outside of her professional work, Shania enjoys a range of personal interests including food, social events with friends, spending time at the lake, music, skiing, and traveling.

General retirement planning Wealth management

Benjamin C

Series 66

Concord, NH

Fidelity

Benjamin Collin is a Planning Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as a Workplace Planning Consultant at the same firm from 2022 to 2024. In his career, he focuses on partnering with clients and their families to develop comprehensive financial plans tailored to their needs and goals. Benjamin holds an Arkansas Insurance License, which supports his work in providing financial planning and advice. Outside of his professional responsibilities, he engages in family activities, fitness, golf, parenthood, and traveling.

General retirement planning Retirement income strategy Income planning Parents Young Families

Mariah E

Series 63, Series 66

Loudon, NH

Fidelity

Mariah Elkins is a Planning Consultant at Fidelity Investments, a role she has held since 2024. She has been with Fidelity Investments since 2020, progressing through various positions including Relationship Manager, Managed Account Support Specialist, High Net Worth Associate, and Customer Relationship Advocate. Her experience encompasses client relationship management and support within the financial services industry. Mariah holds insurance licenses in Arkansas and California. Outside of her professional role, Mariah has interests in golf, reading, skiing, surfing, tennis, and traveling.

General retirement planning Wealth management

Paul B

Series 63, Series 65

Concord, NH

Merrill

Paul Brewer is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on building and maintaining relationships with clients, teammates, and community members, aiming to support clients through various financial challenges and goals. His expertise includes executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, and tax minimization. Paul and his team prioritize understanding clients' unique situations and simplifying their financial lives through a foundation of team collaboration, advice, service, and transparency. Paul holds a Bachelor's Degree from Colby College and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, he is involved in his community through organizations such as Simsbury Little League, Simsbury Youth Hockey, Simsbury Youth Soccer, and Valley Community Baptist Church.

General retirement planning Social Security optimization Medicare planning Wealth management General estate planning guidance Financial Professional
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