Edward Jones - Financial Advisor: Brian T White, CFP®|CPWA®
Why pick this one
Brian T White at Edward Jones specializes in financial advice for corporate executives and is located in Raleigh, NC.
Best for
- financial planning for corporate executives
- business retirement plans
- support during major life events like loss of spouse
Look elsewhere if
- looking for budget financial advising services
- need for low-investment plans under $250K
Specialties
- Real Estate and Construction
- Corporate Executives
- Utilities Sector Professionals
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Navigating Loss of Spouse
Certifications
- CFP®
- CPWA®
What makes them different
- Located at 3304 Six Forks Rd Suite 104, Raleigh, NC
- Works primarily on client referrals
- Offers web conferencing for consultations
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 9208 Falls Of Neuse Rd Ste 111, Raleigh, NC 27615
- Phone
- 9193754069
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- brian.white@edwardjones.com
Services
- financial advisory