Edward Jones - Financial Advisor: Brian T White
Financial Service
Why pick this one
Brian T White is a CFP® and CPWA®, specializing in financial planning for corporate executives in Raleigh, NC.
Best for
- financial planning for entrepreneurs
- business retirement plans
- individuals navigating loss of spouse
Look elsewhere if
- seeking non-personalized financial products
- looking for budget financial services
Specialties
- business retirement plans
- financial planning for entrepreneurs and business owners
- guidance for navigating loss of spouse
Certifications
- CFP®
- CPWA®
What makes them different
- focus on corporate executives and utilities sector professionals
- multiple certifications in financial planning
- located in Raleigh, NC
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 1006 N Arendell Ave Ste 100, Zebulon, NC 27597
- Phone
- (919) 375-4069
- Website
- https://www.edwardjones.com/brian-white
- brian.white@edwardjones.com
Services
- financial advising