Edward Jones - Financial Advisor: Ashley M Pritchett, CEPA®
Why pick this one
Edward Jones - Financial Advisor: Ashley M Pritchett is a CEPA® advisor in High Point serving clients with $250,000 plus, including entrepreneurs and business owners.
Best for
- women investors seeking financial guidance
- entrepreneurs and business owners
- clients planning an exit from a business
- retirement savings strategies
- estate and legacy strategies
- intergenerational planning
- clients with $250,000 or more to invest
Look elsewhere if
- prospective clients planning to invest less than $250,000
Specialties
- women investor planning
- estate and legacy strategies
- entrepreneur and business owner planning
- wealth strategies
- retirement savings strategies
- intergenerational planning
Certifications
- CEPA® Certified Exit Planning Advisor®
What makes them different
- Accepting new clients
- Serving clients with $250,000 plus
- CEPA® Certified Exit Planning Advisor®
- Focus areas include women investors and entrepreneurs and business owners
- Saturday appointments available
Distilled from this business's own website.
Contact & Location
- Address
- 3750 Admiral Dr, Suite 103, High Point, NC 27265
- Phone
- 3367153451
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- ashley.pritchett@edwardjones.com
Services
- financial advising
- wealth strategies
- retirement savings strategies
- estate and legacy strategies
- intergenerational planning
- entrepreneur and business owner planning