Glen Duffy

Background

About Glen Duffy

Series 7 & Series 66 Licensed Originally from Natick, MA, I was drawn to this career by witnessing firsthand, through evening sessions at the kitchen table, the undeniable value my parents' relationship with their financial advisor provided to our family. After attending Virginia Tech and graduating magna cum laude with a bachelor's degree in finance, I went to work in the Financial Advisor Career Development program for recent graduates at the Edward Jones home office in St. Louis. I have also invested in my knowledge by becoming a CERTIFIED FINANCIAL PLANNER™ and obtaining the Accredited Asset Management Specialist™ designation. The focus of my practice is on professionals and their families in the healthcare industry, including pharmaceuticals and biotech, throughout all stages of growing and managing their wealth. We strive to provide highly personalized and exceptional service and all aspects of our business are aligned to help us better understand and meet the unique goals and needs of people in these industries. At Edward Jones, every strategy we offer and every solution we recommend is based on what's most important to you. Once we understand your priorities, we can help you identify specific goals and develop strategies to help you work toward achieving them. We value personal relationships based on a deep understanding of your unique financial needs and tailor our approach accordingly. Upon returning to Greater Boston from St. Louis, I began in the Bedford office before transitioning to Wakefield where I spent several years building my practice and establishing a deep connection with the town. I enjoyed and valued becoming an active member of the community through my service as a board member and president elect of the Wakefield Rotary, volunteering as a coach at the high school and being a member of the Chamber of Commerce. After returning to Bedford to be closer to my home and family, I am actively looking forward to doing the same. I am proud to work for Edward Jones, which is consistently ranked among the Best Places to work in Massachusetts. Please don't hesitate to give us a call, and we look forward to getting to know you. Glen.Duffy@edwardjones.com For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see