Edward Jones - Financial Advisor: Nadia R Eldib, AAMS®
Financial Service
Why pick this one
Edward Jones - Financial Advisor: Nadia R Eldib, AAMS® serves clients with $2,000,000 plus and holds CFP®, ChFC®, and AAMS® certifications.
Best for
- Corporate executives seeking financial advice
- Entrepreneurs and business owners seeking financial advice
- Employee stock option planning
- Intergenerational planning
- Financial planning after loss of a spouse
- Divorce finances
Look elsewhere if
- Clients seeking an advisor explicitly serving less than $2,000,000 in investable assets
Specialties
- Corporate executive financial planning
- Entrepreneur and business owner financial planning
- Employee stock option planning
- Intergenerational planning
- Financial planning for navigating loss of spouse
- Divorce finances
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant®
- Accredited Asset Management Specialist™
What makes them different
- Serves clients with $2,000,000 plus
- Nadia Eldib holds CFP®, ChFC®, and AAMS® certifications
- Focus areas include employee stock options and intergenerational planning
- Focus areas include navigating loss of spouse and divorce finances
- Team includes associate financial advisor Tatiana Barry, CFP®
Distilled from this business's own website.
Contact & Location
- Address
- 3750 Admiral Dr Ste 103, High Point, NC 27265
- Phone
- (336) 803-4823
- Website
- https://www.edwardjones.com/nadia-eldib
- nadia.eldib@edwardjones.com
Services
- Financial advising
- Investment planning
- Financial strategy reviews
- Account opening
- Planning for major financial events