Edward Jones - Financial Advisor: Scott Bilton
Why pick this one
Edward Jones - Financial Advisor: Scott Bilton focuses on charitable giving, faith-based investing, new investors, portfolio reviews, and wealth strategies in Winston-Salem.
Best for
- New investors seeking financial guidance
- Clients interested in charitable giving
- Clients seeking values- and faith-based investing
- Portfolio review consultations
- Wealth strategy discussions
Specialties
- Charitable giving
- Values and faith-based investing
- New investor guidance
- Portfolio reviews
- Wealth strategies
What makes them different
- Focuses on charitable giving and values- and faith-based investing
- Offers guidance for new investors
- Provides portfolio reviews and wealth strategies
- Offers web conferencing
- Branch office includes Sr. Branch Office Administrator Brad Battle
Distilled from this business's own website.
Contact & Location
- Address
- 112 Lowes Foods Drive, Lewisville, NC 27023
- Phone
- 3369454227
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- scott.bilton@edwardjones.com
Services
- Financial advising
- Portfolio reviews
- Investment account opening
- Financial strategy consultations
- Major financial event planning