Edward Jones - Financial Advisor: Jonathan L Proffitt
Why pick this one
Jonathan L Proffitt is a CEPA® financial advisor focused on entrepreneurs, business owners, corporate executives, and clients with $10,000,000 plus.
Best for
- Entrepreneurs and business owners planning business exits
- Clients with employee stock options
- Businesses establishing retirement plans
- Corporate executives seeking financial guidance
- Clients needing estate, legacy, or inheritance guidance
Look elsewhere if
- Prospective clients not meeting the stated $10,000,000-plus client threshold
- Clients needing immediate walk-in appointments, since office visits are by appointment only
Specialties
- entrepreneur and business-owner financial guidance
- employee stock option guidance
- business retirement plans
- corporate executive financial guidance
- estate and legacy strategies
- inheritance guidance
Certifications
- Certified Exit Planning Advisor® (CEPA®)
What makes them different
- Serves clients with $10,000,000 plus
- Focuses on entrepreneurs and business owners
- Focuses on employee stock options and business retirement plans
- Offers estate and legacy strategies and inheritance guidance
- New clients are accepted through a waitlist
Distilled from this business's own website.
Contact & Location
- Address
- 6200 Ramsey Street, Suite 200, Fayetteville, NC 28311
- Phone
- 9104887535
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- jonathan.proffitt@edwardjones.com
Services
- financial advisory
- investment planning
- retirement planning
- estate planning guidance
- inheritance guidance