Laura Townes

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Northampton, MA 01060

Credentials

CFP®, ChFC®, Series 66

Industry experience

7 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General estate planning guidance Multi-generational wealth transfer Charitable giving & philanthropy General retirement planning Wealth management

Demographic focus

LGBTQIA

Work history

Edward Jones

2019 - Present (7 years)

Bolton Global Asset Management

2018 - 2018 (1 year)

Bolton Global Capital

2018 - 2018 (1 year)

From the Heart Consulting

2017 - 2018 (1 year)

Sunnyside Child Care Center

2016 - 2017 (1 year)

Magpie Woodfire Pizza

2016 - 2017 (1 year)

Disclosures

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

Business activities & affiliations

Eric M

Series 66

Easthampton, MA

Edward Jones

Retirement income strategy

Jacqueline M

CFP®, Series 66

Florence, MA

Fidelity

Jacqueline Miller is currently Vice President, Wealth Planner at Fidelity Investments. In this role, she collaborates with clients and their families to develop personalized financial plans and strategies that align with their unique situations and goals. She has been with Fidelity Investments since 2022, progressing through roles as Investment Consultant and Financial Consultant before her current position. Prior to joining Fidelity, she worked at Ameriprise Financial from 2015 to 2022, serving as a Financial Planning Assistant and later as an Associate Financial Advisor. Her professional experience encompasses a broad range of financial planning and investment consulting responsibilities.

Wealth management Financial Professional

Nicholas Z

Series 66

Ludlow, MA

Fidelity

Nicholas Zucco is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2019, progressing through roles from Investment Consultant to Financial Consultant before his current appointment. Prior to joining Fidelity, he worked as a Financial Advisor at MassMutual from 2017 to 2019. Throughout his career, Nicholas has focused on partnering with clients to develop customized financial plans aimed at helping them achieve their long-term goals. He emphasizes the importance of understanding clients' individual needs and family situations to provide tailored financial advice. Nicholas is committed to helping clients gain peace of mind regarding their financial plans through dedicated collaboration. Additional information regarding his education and personal interests has not been provided.

General retirement planning Income planning Retirement income strategy Wealth management Cash flow / budgeting

Jennifer E

Series 66

Northampton, MA

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning

Christopher H

Series 66

Florence, MA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations ESG / Sustainable investing Founder/Business Owner

Jared R

Series 66

Wilbraham, MA

Edward Jones

Charitable giving tax strategies Equity Recipients (RS/RSU, SOP, ESPP) General retirement planning Wealth management Executive Technology Professional
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