Amanda Melanson

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Gardner, MA

Credentials

ChFC®, Series 66

Industry experience

8 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Divorce financial planning Wealth management

Work history

Edward Jones

2017 - Present (9 years)

Edward Jones

2007 - 2017 (10 years)

Disclosures

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

Business activities & affiliations

Berklee V

Series 63, Series 66

Gardner, MA

Fidelity

Berklee Vaillancourt is a Wealth Management Planning Consultant at Fidelity Investments. In this role, Berklee partners with clients and their Wealth Management Advisors to address unique service and planning needs. Berklee has held multiple positions at Fidelity Investments since 2018, including Planning Consultant, Relationship Manager, Financial Representative, and Customer Relationship Advocate. This progression reflects experience across various facets of client relationship management and financial planning within the firm.

Wealth management

Christine P

Series 66

Leominster, MA

Edward Jones

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

Mohamed H

Series 66

Leominster, MA

Merrill

Mohamed Hamada is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in personalized wealth management strategies, assisting clients in areas such as college education planning, family wealth management, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, socially responsible and ESG investing, sports and entertainment, and retirement income. Mohamed draws on investment insights from Merrill and lending solutions from Bank of America to help clients pursue their financial goals. He holds a Bachelor's Degree from Georgia Tech and has earned the professional designations of Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). Mohamed is fluent in English and French and is affiliated with the Georgia Tech Football Team. His professional approach emphasizes building and maintaining strong client relationships and providing accessible, knowledgeable guidance for significant financial decisions. Outside of his professional responsibilities, Mohamed is involved in community activities including Brookdale Hospice and The Stewpot Dallas, an organization focused on feeding the homeless. His personal interests include chess, fishing, and football.

Wealth management Retirement income strategy ESG / Sustainable investing College savings (529s, UTMA, etc.)

Nicole G

Series 66

Fitchburg, MA

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Planning for children with special needs Military & Veterans Founder/Business Owner Intergenerational Families

Christopher B

Series 66

Leominster, MA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance Inheritance planning LGBTQIA

Christina L

Series 63, Series 66

Leominster, MA

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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