Edward Jones - Financial Advisor: Merralee Thorpe, AAMS®|CKA®
Why pick this one
Edward Jones - Financial Advisor: Merralee Thorpe offers retirement strategies, portfolio reviews, women investor guidance, and values-based investing in Southern Pines.
Best for
- retirement savings planning
- retirement income strategies
- portfolio reviews
- women investors seeking financial guidance
- values and faith based investing
- charitable giving strategies
Specialties
- retirement savings strategies
- portfolio reviews
- women investors
- retirement income strategies
- values and faith based investing
- charitable giving
Certifications
- Accredited Asset Management Specialist™ (AAMS®)
- Certified Kingdom Advisor® (CKA®)
What makes them different
- Focuses on values and faith based investing
- Focuses on women investors
- Client-by-referral practice
- Web conferencing available
- Branch office includes three branch office administrators
Distilled from this business's own website.
Contact & Location
- Address
- 420 SW Broad St, Southern Pines, NC 28387
- Phone
- 9106846381
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- merralee.thorpe@edwardjones.com
Services
- financial advising
- retirement planning
- portfolio review
- investment account opening
- financial strategy consultations
- major financial event planning