Edward Jones - Financial Advisor: Brad Smith, ChFC®|AAMS®|CRPC™|AWMA®
Financial Advising
Why pick this one
Edward Jones - Financial Advisor: Brad Smith serves clients with $500,000-plus and focuses on retirement, estate, and wealth strategies.
Best for
- Clients investing $500,000 or more
- Retirement income planning
- Retirement savings planning
- Estate and legacy strategies
- Entrepreneurs and business owners
- Portfolio reviews
Look elsewhere if
- Clients planning to invest less than $500,000
- People seeking services unrelated to financial advising
Specialties
- Wealth strategies
- Retirement income strategies
- Retirement savings strategies
- Entrepreneur and business owner planning
- Estate and legacy strategies
- Portfolio reviews
Certifications
- Chartered Financial Consultant® (ChFC®)
- Accredited Asset Management Specialist™ (AAMS®)
- Chartered Retirement Planning Counselor™ (CRPC™)
- Accredited Wealth Management Advisor® (AWMA®)
What makes them different
- Serves clients with $500,000 or more
- Client-by-referral practice
- Offers web conferencing
- Advisor holds ChFC®, AAMS®, CRPC™, and AWMA® designations
- Branch office includes Sr. Branch Office Administrator Angie Acree with FPQP® designation
Distilled from this business's own website.
Contact & Location
- Address
- 2111 Eaton Ferry Rd, Littleton, NC 27850
- Phone
- +12526292555
- Website
- http://www.edwardjones.com/brad-smith
- brad.smith@edwardjones.com
Services
- Wealth management
- Retirement planning
- Estate and legacy planning
- Business owner financial planning
- Portfolio reviews