Edward Jones - Financial Advisor: Julie Thomas, AAMS®
Why pick this one
They are accepting new clients and specialize in estate and legacy strategies, focusing on investments of $50,000 or more.
Best for
- clients seeking personalized financial strategies
- individuals looking for retirement income planning
- families interested in college savings options
Look elsewhere if
- clients requiring very low minimum investments
- those seeking purely investment management without a financial advisory component
Specialties
- Wealth Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- College Savings
- Retirement Income Strategies
Certifications
- AAMS®
What makes them different
- Accepting new clients with a minimum investment of $50,000
- Focus areas include strategies specifically for women investors
- Located in Weddington, NC
- Serves
- Weddington
Distilled from this business's own website.
Contact & Location
- Address
- 1928 Weddington Rd Ste B, Weddington, NC 28104
- Phone
- 7042831589
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- julie.g.thomas@edwardjones.com
Services
- Financial Advisory