Edward Jones - Financial Advisor: Bobby Allen, CFP®|CPWA®|CEPA®
Why pick this one
Bobby Allen, a financial advisor at Edward Jones, specializes in Wealth Strategies and serves clients with a minimum investment of $500,000.
Best for
- wealth management for high-net-worth individuals
- retirement income strategies
- business exit planning
Look elsewhere if
- clients with less than $500,000 to invest
- those seeking general financial advice without specialized planning
Specialties
- Wealth Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Retirement Income Strategies
- Employee Stock Options
Certifications
- CFP®
- CPWA®
- CEPA®
What makes them different
- Serves clients with a minimum of $500,000
- Offers a New Client Waitlist
- Has specialized areas including Entrepreneurs & Business Owners
- Located at 203 E Whitaker Mill Rd Ste 107, Raleigh, NC
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 203 E Whitaker Mill Rd, Ste 107, Raleigh, NC 27608
- Phone
- 9842134214
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- bobby.allen@edwardjones.com
Services
- Financial advising
- Investment management