Please join Maria Xavier and Bill Greeley, financial advisors from Edward Jones, who will share a perspective on a process women can use to identify financial goals and set strategy. They will discuss the Rule of 72, systematic investing, employer-sponsored retirement plans and IRAs as strategies for saving.

Maria Xavier AAMS™ is a Financial Advisor with Edward Jones and has been for 5 years.  Her goal is to help her clients make the most out of the money they make by helping them create a strategy that will serve them well in the future for themselves and their families.

Bill Greeley has 30 years of experience in commodity, equity, global macro risk structure, strategy, and trading. A Louis Dreyfus-trained fundamental leveraged position trader, Bill launched a multi-strategy commodity/equity hedge fund in 2005 with ex-Tiger Cubs and Louis Dreyfus alum with outstanding success.  Thriving in some of the most extreme volatility the capital markets have experienced in its long history of price discovery. Bill received his B.S in Economics/Econometrics from Northeastern University where he participated in the NU coop program; working full time with the Boston Police while completing his university degree.  Bill retired from institutional portfolio management in the beginning of 2018 to focus on his family.  In 2020 in the teeth of the COVID pandemic, Bill launched a Private Wealth Business in order to help friends, family and the community navigate the changing economic landscape.  Bill joined Edward Jones in the end of 2020 to better serve the community.  In the spirit of paying it forward Bill has the privilege of sitting on a handful of local boards including New Reach Homeless outreach as well as Safe Rides of Weston.  In addition, Bill lectures on markets and ethics at the local High School twice a year for the senior students.

Registration required.  Please register online or call 203-762-6334.  For more information, contact asato@wiltonlibrary.org.