Edward Jones - Financial Advisor: Bart Lancellotti

As a Personal Financial Representative in Portland, I’ve gotten to know many local families. I understand that When it comes to preparing for your financial future, each person’s needs are unique. That’s why when you contact me at my Portland office, you’ll receive personalized service based on y...

Deposit products offered by Wells Fargo Bank, N. A. Member FDIC. We’re here to help you move forward—whether you're managing everyday finances or planning for what’s next. Explore a full suite of banking solutions, from personal and business checking accounts, to credit cards and savings tools. Stop by or book an appointment when you’re ready.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.