Edward Jones - Financial Advisor: Beth Weast, CFP®|CEPA®|AAMS®
Why pick this one
Beth Weast at Edward Jones specializes in Wealth Strategies and is accepting new clients with a minimum investment of $1,000,000.
Best for
- high-net-worth individuals seeking personalized financial strategies
- women investors looking for tailored advice
Look elsewhere if
- clients with less than $1,000,000 to invest
- those seeking basic financial advice without substantial investment
Specialties
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Divorce Finances
Certifications
- CFP®
- CEPA®
- AAMS®
What makes them different
- Accepting new clients with a minimum investment of $1,000,000
- Specializes in services for Women Investors
- Focus on Entrepreneurs & Business Owners
- Personal interests include family, traveling, hiking, gardening, and architecture
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 2115 Southend Dr Ste 102, Charlotte, NC 28203
- Phone
- 7049097611
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- beth.weast@edwardjones.com
Services
- Financial Advisory Services