Edward Jones - Financial Advisor: Roy E Boone, AAMS®
Why pick this one
Edward Jones - Financial Advisor Roy E Boone specializes in retirement income strategies and holds an AAMS® certification.
Best for
- financial planning for entrepreneurs and business owners
- strategies for estate and legacy planning
Look elsewhere if
- looking for general investment services
- seeking low-cost financial products
Specialties
- Entrepreneurs & Business Owners
- Employee Stock Options
- Retirement Income Strategies
- Estate & Legacy Strategies
- Divorce Finances
- Intergenerational Planning
Certifications
- AAMS®
What makes them different
- Focus on intergenerational planning
- Specializes in divorce finances
- Accredited Asset Management Specialist™ certification
- Serves
- Mooresville
Distilled from this business's own website.
Contact & Location
- Address
- 151 Welton Way, Mooresville, NC 28117
- Phone
- 7046629454
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- roy.boone@edwardjones.com
Services
- financial advisory services