About Edward Jones:
Edward Jones is a different kind of investment firm. To us, face time and think time make sense. We meet with you to learn your individual needs so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, you can expect personalized service and long-term investing strategies instead of the latest investment fads.
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About Bryan Roth:
I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial savings strategy so you have more options when you retire, regardless of what you decide to do.
After graduating from the University of Maryland in 1994 with a degree in finance, I spent almost 20 years as both a government bond broker and equities trader before joining Edward Jones. My family and I moved to Newtown, Connecticut in 2006 after living in Manhattan for 11 years.