Edward Jones
28yrs
Top advisor by experience in Morrisville
2yrs
Sara Lory
Financial advisor at Edward Jones
Based in Morrisville, Vermont, Sara Lory is a fiduciary financial advisor with 2 years of industry experience. Sara has been with Edward Jones since 2025. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 5 advisors with offices in Morrisville, and one of 5 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office21 Munson Ave Suite 3, Morrisville, VT 05661
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowEdward JonesCurrent firm
Contact Sara
(314) 515-2000Firm headquarters in St. Louis, MO. Ask for Sara. 21 Munson Ave Suite 3Morrisville, VT 05661Office · Get directions
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Questions to ask Sara
Tailored to Sara’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Sara
How do I contact Sara?
Call Edward Jones at (314) 515-2000 and ask for Sara Lory. Sara works from the Morrisville, VT office.
How long has Sara been a financial advisor?
Sara has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Sara hold?
Series 66. Tap any license on this page to see what it allows.
Is Sara a fiduciary?
Sara is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sara paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Sara for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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