Edward Jones - Financial Advisor: Colon R Knight, AAMS®|RLP®
Why pick this one
Colon R Knight is an AAMS® financial advisor with an MBA offering retirement, estate, charitable giving, and intergenerational planning in Summerfield, NC.
Best for
- retirement savings and retirement income planning
- estate and legacy strategies
- charitable giving strategies
- intergenerational planning
- clients seeking an introductory consultation or strategy review
Specialties
- wealth strategies
- retirement savings strategies
- retirement income strategies
- estate and legacy strategies
- charitable giving
- intergenerational planning
Certifications
- AAMS® Accredited Asset Management Specialist™
What makes them different
- Colon R Knight holds an MBA
- Colon R Knight holds the AAMS® designation
- The office lists six focus areas, including retirement income, estate and legacy, charitable giving, and intergenerational planning
- The office provides web conferencing
- The branch includes Carolyn Foust as Senior Branch Office Administrator
Distilled from this business's own website.
Contact & Location
- Address
- 4446 D U.S. Highway 220 N, Summerfield, NC 27358
- Phone
- 3366449759
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- colon.knight@edwardjones.com
Services
- wealth management
- retirement planning
- estate and legacy planning
- charitable giving planning
- intergenerational planning
- financial strategy reviews
- investment account opening