Edward Jones - Financial Advisor: Sharon A Dickens, CFP®|AAMS®
Why pick this one
Sharon A Dickens, CFP®, CEPA®, AAMS®, focuses on wealth, retirement, estate, business-owner, and charitable-giving strategies for clients investing $250,000 or more.
Best for
- Clients seeking wealth strategies
- Retirement savings or retirement income planning
- Estate and legacy planning
- Entrepreneurs and business owners
- Charitable giving strategies
- Clients planning to invest $250,000 or more
Look elsewhere if
- Clients planning to invest less than $250,000
- People seeking services unrelated to financial advising
Specialties
- wealth strategies
- retirement savings strategies
- retirement income strategies
- estate and legacy strategies
- entrepreneur and business-owner strategies
- charitable giving strategies
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Certified Exit Planning Advisor®
- Accredited Asset Management Specialist™
What makes them different
- Accepting new clients
- Serving clients with $250,000 plus
- Web conferencing available
- Offers introductory consultations, strategy reviews, account opening, and help with major financial events
Distilled from this business's own website.
Contact & Location
- Address
- 50101 Governors Dr, Suite 118, Chapel Hill, NC 27517
- Phone
- 9199679968
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- sharon.dickens@edwardjones.com
Services
- wealth management
- retirement planning
- estate and legacy planning
- business-owner financial planning
- charitable giving planning