Edward Jones - Financial Advisor: Roy L Parker, CEPA®|AAMS®
Why pick this one
Edward Jones - Financial Advisor: Roy L Parker, CEPA®|AAMS® focuses on wealth, retirement, college savings, and estate strategies for clients investing $250,000 or more.
Best for
- Clients investing $250,000 or more
- Retirement income and retirement savings planning
- College savings planning
- Estate and legacy strategies
- Wealth strategies
Look elsewhere if
- Clients planning to invest less than $250,000
Specialties
- wealth strategies
- college savings
- retirement income strategies
- retirement savings strategies
- estate and legacy strategies
Certifications
- Certified Exit Planning Advisor® (CEPA®)
- Accredited Asset Management Specialist™ (AAMS®)
What makes them different
- Accepting new clients
- Serving clients with $250,000 plus
- Certified Exit Planning Advisor® designation
- Accredited Asset Management Specialist™ designation
- Team includes an associate financial advisor and two senior branch office administrators
Distilled from this business's own website.
Contact & Location
- Address
- 1251 Highland Dr, Washington, NC 27889
- Phone
- 2529750125
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- roy.parker@edwardjones.com
Services
- financial advising
- wealth management
- retirement planning
- college savings planning
- estate and legacy planning