Edward Jones - Financial Advisor: Amber Simmons
Why pick this one
Edward Jones - Financial Advisor: Amber Simmons is accepting new clients and holds the AWMA® certification at a Wilmington, NC office.
Best for
- Entrepreneurs and business owners seeking financial strategies
- Individuals developing retirement savings strategies
- New investors seeking introductory financial guidance
- Financial services professionals seeking wealth strategies
- Clients planning estate and legacy strategies
- Clients needing a current-strategy review or guidance for a major financial event
Specialties
- entrepreneur and business-owner financial strategies
- retirement savings strategies
- new-investor guidance
- financial-services-professional strategies
- wealth strategies
- estate and legacy strategies
Certifications
- AWMA® Accredited Wealth Management Advisor™
What makes them different
- Accepting new clients
- AWMA® Accredited Wealth Management Advisor™ certification
- Focus areas include entrepreneurs and business owners, new investors, retirement savings, wealth strategies, and estate and legacy strategies
- Offers introductory consultations, current-strategy reviews, account opening, and major financial event support
- Branch team includes Jason Lee, Sr. Branch Office Administrator
Distilled from this business's own website.
Contact & Location
- Address
- 894-1 S Kerr Ave, Wilmington, NC 28403
- Phone
- 9106599426
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- amber.simmons@edwardjones.com
Services
- financial advisory consultations
- retirement planning
- wealth planning
- estate and legacy planning
- investment account opening
- current-strategy reviews
- major financial event guidance