Todd Schell

Advisor at Edward Jones

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Credentials

Series 63, Series 66

Edward Jones logo

Firm

Edward Jones

Location

Merrimac, MA 01860

Expertise

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer

Occupation focus

Founder/Business Owner

Demographic focus

Intergenerational Families

Work history

Edward D. Jones & CO., L.P.

1994 - Present (32 years)

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