Statewide Marketing Meeting May 2025

Welcome to the Statewide Marketing Meeting! The meeting is scheduled for Wednesday, May 14th, 2025,  9:00 AM to 10:15 AM.  (Note: the meetings in 2025 are on the SECOND WED. of the MONTH)

Thank you Susan Frenette, Edward Jones for Sponsoring the Breakfast!

Edward Jones is a financial investment & services firm, headquartered in St. Louis, MO.   Edward Jones pioneered the branch-office brokerage model in the United States, with one Financial Advisor & one Branch Office Administrator.  The firm has approximately 55,000 associates including 20,000 financial advisors in the US & Canada.  The firm manages $2.2 trillion in client assets under care.  Edward Jones was recently named a 2025 Fortune 100 Best Company To Work For ® 2025.

Susan Frenette is an (Awesome!)  Financial Advisor with Edward Jones.  She joined the firm in 2018 and became a limited partner in August 2023.  Susan will celebrate her 7th Anniversary on August 23rd.  She works with her clients in a collaborative partnership to identify “What’s Most Important”.  After the deep Discovery Conversation, a bespoke plan is presented.  Together she and her clients make sure it helps them meet their unique needs and financial goals.  It is always a working document, because – Life Happens!

Prior to joining the firm, Susan most recently worked in the residential mortgage industry, and prior to that she & her husband of 43-YEARS! owned their own Electrical Contracting & Lighting Design businesses for 25-years.  Susan’s husband describes her as Relentless.  Strike that, Susan tells me he meant relentlessly curious.  She’s a delightful storyteller and loves to take complex ideas and pull them apart to explain them in easy-to-understand relatable frames of reference for the listener.  Often tender conversations are pleasant (& fun), even if the content is not.

Susan enjoys spending time with her family at home in Amherst, with her husband, and occasionally her two adult sons, Daniel & Douglas.  Whatever.  She also has a thing for Lilacs, last count she was at 27 varieties.

Susan M. Frenette, Financial Advisor
Susan.Frenette@edwardjones.com

EdwardJones^®|410 Amherst Street, Suite 302 | Nashua, NH 03063-1239
Office 603-204-5218 | Fax 855-255-9374 | www.edwardjones.com/susan-frenette

**NEW LOCATION: All the meetings in 2025 are at this location: Berkshire Hathaway Verani Home Services, 1 Verani Way, Londonderry, NH 03053. As you enter the building the conference room is straight ahead. **

No need to register for the event.  Just show up.

Remember to gather your “Haves and Wants” to make the best of this marketing session!!

Any questions contact:

Louise Norwood
NAI Norwood Group
116 South River Rd.
Bedford, NH 03110
louise@nainorwoodgroup.com