Edward Jones - Financial Advisor: Ethan Gilley, CFP®|ChFC®|CEPA®|AAMS®
Why pick this one
Ethan Gilley holds CFP®, ChFC®, CEPA®, and AAMS® certifications and focuses on retirement, wealth, estate, and business-owner planning.
Best for
- retirement income planning
- retirement savings planning
- wealth strategy development
- estate and legacy planning
- entrepreneurs and business owners needing exit planning
- intergenerational financial planning
Specialties
- retirement income strategies
- retirement savings strategies
- wealth strategies
- estate and legacy strategies
- entrepreneur and business owner planning
- intergenerational planning
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant®
- Certified Exit Planning Advisor®
- Accredited Asset Management Specialist™
What makes them different
- Ethan Gilley holds CFP®, ChFC®, CEPA®, and AAMS® designations
- Focuses on entrepreneurs and business owners
- Offers estate and legacy strategies
- Office consultations are available by appointment Monday through Friday
- Branch team includes a Registered Branch Associate and a Senior Branch Office Administrator
Distilled from this business's own website.
Contact & Location
- Address
- 136 Tremont Park Dr NE, Lenoir, NC 28645
- Phone
- 8287599333
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- ethan.gilley@edwardjones.com
Services
- retirement planning
- wealth planning
- estate and legacy planning
- business owner planning
- intergenerational planning
- financial strategy reviews
- investment account opening