Edward Jones - Financial Advisor: Adam L Powell, AAMS®
Financial Service
Why pick this one
Edward Jones - Financial Advisor: Adam L Powell, AAMS® serves clients with $250,000 plus and focuses on retirement, estate, wealth, and intergenerational planning.
Best for
- retirement income planning
- retirement savings strategies
- estate and legacy planning
- intergenerational planning
- wealth strategies for clients with $250,000 or more
Look elsewhere if
- planning to invest less than $250,000
- needing emergency or after-hours financial services
Specialties
- wealth strategies
- estate and legacy strategies
- retirement income strategies
- retirement savings strategies
- intergenerational planning
Certifications
- AAMS® (Accredited Asset Management Specialist™)
What makes them different
- Serving clients with $250,000 plus
- Accepting new clients
- Focuses on wealth, estate and legacy, retirement income, retirement savings, and intergenerational planning
- Office includes three branch office administrators
- Serves
- Southport
Distilled from this business's own website.
Contact & Location
- Address
- 4870 Long Beach Rd SE Ste 1, Southport, NC 28461
- Phone
- (910) 457-6644
- Website
- https://www.edwardjones.com/adam-powell
- adam.powell@edwardjones.com
Services
- wealth planning
- estate and legacy planning
- retirement planning
- investment account services
- financial strategy reviews