Edward Jones - Financial Advisor: Lorissa Scott, CFP®|AAMS®
Why pick this one
Edward Jones - Financial Advisor: Lorissa Scott, CFP®|AAMS® serves clients with $500,000 plus and focuses on wealth strategies and intergenerational planning.
Best for
- Clients investing $500,000 or more
- Aerospace professionals seeking financial advice
- Entrepreneurs and business owners seeking wealth strategies
- Not-for-profit organizations seeking financial advice
- Families planning intergenerational wealth transfers
Look elsewhere if
- Clients planning to invest less than $500,000
Specialties
- wealth strategies
- intergenerational planning
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Accredited Asset Management Specialist™
What makes them different
- Accepting new clients
- Serving clients with $500,000 plus
- Focus areas include aerospace professionals
- Focus areas include entrepreneurs and business owners
- Focus areas include not-for-profit organizations
Distilled from this business's own website.
Contact & Location
- Address
- 5710 Oleander Drive, Suite 203, Wilmington, NC 28403
- Phone
- 9103130995
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- lorissa.scott@edwardjones.com
Services
- financial advising
- investment account opening
- financial strategy review
- major financial event planning