Edward Jones - Financial Advisor: Bill Boughton, ChFC®|AAMS®
Why pick this one
Edward Jones - Financial Advisor: Bill Boughton holds ChFC® and AAMS® certifications and focuses on retirement, wealth, estate, and legacy strategies.
Best for
- Clients investing $250,000 or more
- Retirement income and savings planning
- Intergenerational planning
- Estate and legacy strategies
- Sustainable investing discussions
- Clients seeking in-person or web conferencing options in Weaverville
Look elsewhere if
- Clients planning to invest less than $250,000
- People seeking emergency financial services
- People requiring Saturday or Sunday office hours
Specialties
- Retirement Income Strategies
- Retirement Savings Strategies
- Intergenerational Planning
- Wealth Strategies
- Estate & Legacy Strategies
- Sustainable Investing
Certifications
- Chartered Financial Consultant® (ChFC®)
- Accredited Asset Management Specialist™ (AAMS®)
What makes them different
- Serves clients with $250,000 or more
- Client-by-referral practice
- Offers web conferencing
- Provides retirement, intergenerational, wealth, estate and legacy, and sustainable investing focus areas
- Branch office administrator Vickie Seeley supports the office
- Serves
- Weaverville
Distilled from this business's own website.
Contact & Location
- Address
- 61 Weaver Boulevard, Suite 120, Weaverville, NC 28787
- Phone
- 8286450341
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- bill.boughton@edwardjones.com
Services
- Financial advising
- Retirement planning
- Wealth planning
- Estate and legacy planning
- Investment account opening
- Financial strategy reviews