Edward Jones - Financial Advisor: Rachel Weiland, CFP®|AAMS®
Why pick this one
Edward Jones - Financial Advisor: Rachel Weiland, CFP®|AAMS® serves clients with $500,000 plus and focuses on wealth, estate, legacy, and charitable strategies.
Best for
- Clients planning to invest $500,000 or more
- Dentists seeking financial strategies
- Healthcare professionals seeking financial strategies
- Entrepreneurs and business owners seeking wealth strategies
- Clients needing estate or legacy strategies
- Clients planning charitable giving
Look elsewhere if
- Clients seeking an advisor specifically for investments below $500,000
Specialties
- Wealth strategies
- Estate and legacy strategies
- Charitable giving
- Financial planning for dentists
- Financial planning for healthcare professionals
- Financial planning for entrepreneurs and business owners
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Accredited Asset Management Specialist™
What makes them different
- Accepting new clients
- Serving clients with $500,000 plus
- Focus areas include dentists, healthcare professionals, and entrepreneurs and business owners
- Office-based financial advisor at 111a White St in Morganton, North Carolina
- Sr. Branch Office Administrator Michelle Summerlin supports the team
Distilled from this business's own website.
Contact & Location
- Address
- 111A White St, Morganton, NC 28655
- Phone
- 8285448001
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- rachel.weiland@edwardjones.com
Services
- Wealth management
- Estate planning strategies
- Legacy planning
- Charitable giving strategies
- Investment account opening
- Financial strategy reviews
- Financial guidance for major financial events