Edward Jones - Financial Advisor: Shawn M Wilson
Financial Service
Why pick this one
They provide tailored financial advising to Entrepreneurs and Business Owners and are certified as a CFP®.
Best for
- Entrepreneurs and Business Owners seeking retirement planning
- New Investors looking for personalized investment strategies
Look elsewhere if
- Clients looking to invest less than $500,000
- Individuals seeking purely transactional financial services without ongoing advisory
Specialties
- Business Retirement Plans
- Intergenerational Planning
- Portfolio Reviews
Certifications
- CFP®
- CEPA®
What makes them different
- Accepting new clients with a minimum investment of $500,000
- Provides services to Entrepreneurs and Business Owners
- Offers specialized strategies for New Investors
- Serves
- Cary
Distilled from this business's own website.
Contact & Location
- Address
- 1805 W Arlington Blvd Ste A, Greenville, NC 27834
- Phone
- (252) 215-9200
- Website
- https://www.edwardjones.com/shawn-wilson
- shawn.wilson@edwardjones.com
Services
- financial advising