Jeffrey Labbe

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Bath, ME 04530

Credentials

Series 63, Series 66

Industry experience

18 years

Expertise

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance

Work history

Edward Jones

2008 - Present (18 years)

Disclosures

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

Kelsie W

Series 66

Topsham, ME

Edward Jones

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

April C

Series 66

Brunswick, ME

Edward Jones

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning

Michael B

Series 66

South Bristol, ME

Merrill

Michael Bono is a Private Wealth Advisor with Merrill Private Wealth Management. He leads the Bono & Kline Group, offering a comprehensive approach that integrates asset allocation, trust and estate planning, charitable giving, and customized credit solutions through Bank of America, N.A. He works closely with entrepreneurs and business owners, particularly in pre-transaction strategies that emphasize time-sensitive and tax-sensitive analysis. He collaborates with clients’ accountants, attorneys, and investment bankers to support cohesive financial strategies. Michael began his career in 1988 in the technology sector, focusing on supercomputer design, hardware and software consulting, and big data analysis. In 2001, he transitioned to Sanford C. Bernstein, now AllianceBernstein, where he served as a Private Wealth Advisor. He subsequently spent over six years with Barclays Wealth Management before joining Merrill Private Wealth Management in 2015 with his team. He holds a Bachelor of Science degree in Electrical Engineering from The Pennsylvania State University and is a Personal Investment Advisor (PIA). Michael resides in Virginia and Maine with his wife and two children. Outside of work, he enjoys playing the drums, fishing, and exploring new technology.

Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Charitable giving & philanthropy Founder/Business Owner Established Professionals Parents

Peter L

Series 66

Brunswick, ME

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Inheritance planning Founder/Business Owner Intergenerational Families
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Melissa H

CFP®

Boothbay Harbor, ME

Black Harbor Financial

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Paul S

Series 63, Series 66

Brunswick, ME

Capital Wealth Planning Services

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