Edward Jones - Financial Advisor: Scott D Roy
Why pick this one
Scott D Roy is a CFP® in Black Mountain focused on retirement, portfolio reviews, wealth, and estate strategies.
Best for
- Retirement savings and retirement income planning
- Portfolio reviews
- Entrepreneurs and business owners seeking financial strategies
- Wealth strategy planning
- Estate and legacy strategy planning
Specialties
- Portfolio reviews
- Retirement savings strategies
- Retirement income strategies
- Entrepreneurs and business owners
- Wealth strategies
- Estate and legacy strategies
Certifications
- CERTIFIED FINANCIAL PLANNER®
What makes them different
- Scott D Roy holds the CFP® certification
- Focus areas include retirement income strategies and estate and legacy strategies
- Focuses on entrepreneurs and business owners
- Team includes an Associate Financial Advisor and two Senior Branch Office Administrators
- Black Mountain office is open Monday through Friday from 8:30 AM to 4:30 PM
Distilled from this business's own website.
Contact & Location
- Address
- 151 Highway 9 North, Black Mountain, NC 28711
- Phone
- 8286690417
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- scott.roy@edwardjones.com
Services
- Financial advising
- Portfolio review
- Retirement planning
- Wealth planning
- Estate and legacy planning
- Business owner financial planning