Edward Jones - Financial Advisor: Dan Shannon
Investing
Why pick this one
Oak Crest Wealth Management provides staged financial planning, retirement and asset management services through offices in Bentonville, Little Rock, North Little Rock, and Grove & Jay.
Best for
- Individuals building investment habits during peak earning years
- Families planning college savings through 529 plans
- Retirees transitioning from employment income to portfolio-based retirement income
- Business owners planning employee benefits, succession, or exit strategies
- Clients seeking ongoing portfolio and financial plan adjustments as circumstances change
Specialties
- retirement investing and distribution strategies
- college savings and 529 plans
- business succession and exit planning
- estate conservation
- tax-efficient portfolio planning
Certifications
- LPL Financial affiliation
- CERTIFIED FINANCIAL PLANNER™ practitioner
- Accredited Asset Management Specialist
- FINRA Series 7 registration
- FINRA Series 66 registration
- FINRA Series 24 registration
What makes them different
- Client planning process includes introductory, exploration, detailed planning, and ongoing support stages
- LPL Financial provides investment product access, account viewing technology, statements, tax forms, and compliance support
- Offers financial planning for individuals, families, retirees, and business owners
- Maintains offices in Bentonville, Little Rock, North Little Rock, and Grove & Jay
- Provides online access through RightCapital and Account View
- Serves
- Bentonville, Little Rock, North Little Rock, Grove, Jay
Distilled from this business's own website.
Contact & Location
- Address
- 313 E Center St, Mebane, NC 27302-2535
- Phone
- +19193046322
- Website
- https://oakcrestwm.com
- service@oakcrestwm.com
Services
- financial planning
- retirement planning
- estate planning
- charitable giving
- asset management
- insurance planning
- investment planning