Edward Jones - Financial Advisor: Greg Grimshaw, AAMS®
Why pick this one
Edward Jones - Financial Advisor: Greg Grimshaw serves clients with $250,000 plus and holds the AAMS® certification.
Best for
- Clients seeking wealth strategies
- Clients seeking estate and legacy strategies
- Dentists
- Healthcare professionals
- NIL and college athletes
- Automotive industry professionals
- Clients planning to invest $250,000 or more
Look elsewhere if
- Clients planning to invest less than $250,000
- Clients seeking services outside wealth strategies or estate and legacy strategies
Specialties
- Wealth Strategies
- Estate & Legacy Strategies
- Financial services for dentists
- Financial services for healthcare professionals
- Financial services for NIL & college athletes
- Financial services for automotive industry professionals
Certifications
- AAMS®
- Accredited Asset Management Specialist™
What makes them different
- Client by referral
- Serves clients with $250,000 plus
- Focus areas include dentists, healthcare professionals, NIL and college athletes, and automotive industry professionals
- Web conferencing is listed as an office option
- Office located at 293 Olmsted Blvd Suite 6 in Pinehurst, North Carolina
Distilled from this business's own website.
Contact & Location
- Address
- 293 Olmsted Blvd, Suite 6, Pinehurst, NC 28374
- Phone
- 9102359098
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- greg.grimshaw@edwardjones.com
Services
- Wealth strategies
- Estate and legacy strategies
- Introductory consultations
- Current strategy reviews
- Account opening
- Major financial event support