Taylor Dimick

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Ogunquit, ME 03907-3011

Credentials

CFP®, Series 66

Industry experience

6 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Multi-generational wealth transfer

Work history

Edward Jones

2019 - Present (7 years)

World Energy

2017 - 2019 (2 years)

Amspec LLC

2015 - 2017 (2 years)

Disclosures

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

Business activities & affiliations

Irene B

Series 66

Kittery, ME

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Military & Veterans Newlywed/Engaged

Andrew T

CFP®, ChFC®, Series 66

Dover, NH

Edward Jones

General retirement planning Retirement income strategy Income planning Social Security optimization Medicare planning

Sean D

Series 63, Series 66

Sanford, ME

Edward Jones

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management

Kevin D

Series 63, Series 65

Kennebunkport, ME

Fidelity

Kevin Davis is a Financial Consultant at Fidelity Investments, where he has been serving since 2020. He specializes in goal-based financial planning, working closely with clients to develop comprehensive plans that align with their financial goals, needs, and preferences. Kevin joined Fidelity in 2014 and has held multiple roles within the company, including Investment Consultant from 2018 to 2019, Relationship Manager from 2017 to 2018, and Financial Representative from 2014 to 2016. His extensive experience at Fidelity reflects a consistent focus on client collaboration and financial planning. Outside of his professional role, Kevin enjoys boating, family activities, golf, hiking, spending time at the lake, and skiing.

Wealth management Cash flow / budgeting Financial Professional

Timothy H

Series 63, Series 66

Arundel, ME

Fidelity

Timothy Hardy is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2019. He partners with individuals and families to create and maintain comprehensive financial plans, guiding clients through their financial journeys. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2017 to 2019 and as a Financial Representative at the same firm from 2015 to 2017. Before joining Fidelity Investments, Timothy worked as a Financial Services Representative at TD Bank from 2014 to 2015. Throughout his career, Timothy has developed expertise in financial planning and investment consulting, assisting clients with their financial needs and goals. Outside of his professional work, he has personal interests that include football, golf, spending time at the lake, reading, skiing, and soccer.

General retirement planning Wealth management Financial Professional

Irina H

Series 66

Eliot, ME

Edward Jones

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