Edward Jones - Financial Advisor: Chad Virgil, CFP®|ChFC®|CLU®|AAMS®
Why pick this one
Edward Jones - Financial Advisor: Chad Virgil serves clients with $1,000,000-plus and holds CFP®, ChFC®, CLU®, and AAMS® certifications.
Best for
- Clients with $1,000,000 or more to invest
- Divorce-related financial planning
- Entrepreneurs and business owners
- Estate and legacy strategies
- Intergenerational planning
- Retirement savings strategies
Look elsewhere if
- Clients planning to invest less than $1,000,000
- Clients needing immediate access despite the new client waitlist
Specialties
- Divorce finances
- Entrepreneurs and business owners
- Estate and legacy strategies
- Wealth strategies
- Intergenerational planning
- Retirement savings strategies
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant®
- Chartered Life Underwriter®
- Accredited Asset Management Specialist™
What makes them different
- Serving clients with $1,000,000 plus
- New client waitlist
- Four listed financial advisor certifications: CFP®, ChFC®, CLU®, and AAMS®
- Team includes an associate financial advisor and three branch office administrators
- Web conferencing available
Distilled from this business's own website.
Contact & Location
- Address
- 630 East St, Suite 2, Pittsboro, NC 27312
- Phone
- 9195455669
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- chad.virgil@edwardjones.com
Services
- Financial advising
- Wealth planning
- Retirement savings planning
- Estate and legacy planning
- Intergenerational planning
- Financial planning for major financial events