Darlene Shipe
Partner, Wealth Manager
Darlene Shipe is a Partner and Wealth Manager with Edmond Wealth Management, LLC and an Investment Advisor Representative with WCG Wealth Advisors, LLC. Darlene has been in the financial services field for 35 years, managing...
Lynn Bilodeau
J.D., Partner, Wealth Manager
Lynn Bilodeau is a wealth advisor who specializes in estate planning issues as he has background as an estate planning attorney.
Sherri Bilodeau
Client Services Assistant
Sherri Bilodeau serves as client services assistant to Edmond Wealth Management, LLC, Partner and Wealth Managers, Darlene Shipe and Lynn Bilodeau.
LPL Research
LPL Research is an extension of our team.
LPL Research is one of the largest independent research teams in the industry. We are grateful to work with experienced analysts, strategists, and investment specialists who deliver objective advice and insightful commentary in a simple, relatable way.
What Matters Most
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.