Edward Jones – Financial Advisor: Reisa Adato, AAMS™, is part of the well-respected Edward Jones network, a national financial services firm committed to supporting individuals and families through personalized investment strategies. Based in Lake Katrine, NY, Reisa Adato provides customized financial guidance grounded in a deep understanding of her clients’ goals, whether they are planning for retirement, saving for education, or managing life transitions. Backed by a firm with more than a century of experience, Reisa brings a local, relationship-focused approach to wealth management, ensuring each client receives tailored recommendations aligned with their unique financial picture.

Reisa holds the Accredited Asset Management Specialist™ (AAMS™) designation, demonstrating her advanced knowledge in investment planning and portfolio management. Edward Jones emphasizes long-term investing and clear, in-person collaboration, creating a supportive environment for clients to make informed financial decisions. As part of a firm with strong ties to the communities it serves, Reisa often builds lasting relationships grounded in trust and transparency. The firm is also a member of the Securities Investor Protection Corporation (SIPC), offering peace of mind through client asset protection.

Website: https://www.edwardjones.com/us-en/financial-advisor/reisa-adato

Key Services:

– Retirement planning and income strategies
– Investment portfolio development and management
– Education savings and college funding strategies
– Tax-efficient investment guidance
– Estate and legacy planning support
– Life and long-term care insurance strategies
– Wealth management for individuals and families
– Financial goal setting and personalized strategy development