Edward Jones - Financial Advisor: Jolene M Philpott, CFP®|CEPA®|AAMS®|CKA®
Why pick this one
Edward Jones - Jolene M Philpott specializes in wealth strategies for business owners and requires a minimum investment of $500,000.
Best for
- financial advising for entrepreneurs
- retirement planning for individuals with significant assets
Look elsewhere if
- clients with less than $500,000 to invest
- individuals looking for basic financial planning services
Specialties
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Divorce Finances
Certifications
- CFP®
- CEPA®
- AAMS®
- CKA®
What makes them different
- Focused on entrepreneurs and business owners
- Requires clients to have a minimum investment of $500,000
- Offers personalized financial strategies for various life events
- Serves
- Salisbury
Distilled from this business's own website.
Contact & Location
- Address
- 460 Jake Alexander Blvd West, Salisbury, NC 28147
- Phone
- 7046338300
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- jolene.philpott@edwardjones.com
Services
- financial advising
- investment planning