Edward Jones - Financial Advisor: Rachel E Greene, CEPA®|AAMS®
Why pick this one
Rachel G Gilley, Financial Advisor serves Lenoir from 222-C Harper Avenue Northwest and holds CFP®, CEPA®, and AAMS® certifications.
Best for
- entrepreneurs and business owners seeking financial strategies
- portfolio reviews
- retirement savings strategies
- estate and legacy planning
- charitable giving strategies
Specialties
- wealth strategies
- financial planning for entrepreneurs and business owners
- estate and legacy strategies
- portfolio reviews
- retirement savings strategies
- charitable giving strategies
Certifications
- CFP®
- Certified Financial Planner®
- CEPA®
- Certified Exit Planning Advisor®
- AAMS®
- Accredited Asset Management Specialist™
What makes them different
- Holds CFP®, CEPA®, and AAMS® certifications
- Focuses on entrepreneurs and business owners
- Provides estate and legacy strategies
- Offers portfolio reviews and retirement savings strategies
- Offers web conferencing
- Serves
- Lenoir
Distilled from this business's own website.
Contact & Location
- Address
- 222-C Harper Avenue Northwest, Lenoir, NC 28645
- Phone
- 8287540951
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- rachel.gilley@edwardjones.com
Services
- wealth management
- portfolio reviews
- retirement planning
- estate and legacy planning
- charitable giving planning
- financial planning for entrepreneurs and business owners
- account opening