Edward Jones - Financial Advisor: Tracey L Hayes, AAMS®
Financial Service
Why pick this one
Edward Jones - Financial Advisor: Tracey L Hayes, AAMS® serves clients with $500,000 plus and holds ChFC® and AAMS® certifications.
Best for
- Clients investing $500,000 or more
- Women investors seeking financial guidance
- Retirement income planning
- Estate and legacy planning
- People navigating divorce or the loss of a spouse
- Caregivers addressing financial considerations
Look elsewhere if
- People seeking an advisor specifically for investments under $500,000
Specialties
- Retirement income strategies
- Estate and legacy strategies
- Divorce finances
- Navigating loss of spouse
- Caregiver considerations
- Financial planning for women investors
Certifications
- Chartered Financial Consultant® (ChFC®)
- Accredited Asset Management Specialist™ (AAMS®)
What makes them different
- Accepting new clients
- Serving clients with $500,000 plus
- Focus areas include women investors, caregiver considerations, and navigating loss of spouse
- Offers web conferencing
- Albemarle office with weekday hours from 8:00 AM
Distilled from this business's own website.
Contact & Location
- Address
- 751 NC-24, Albemarle, NC 28001
- Phone
- (704) 986-1423
- Website
- https://www.edwardjones.com/tracey-hayes
- tracey.hayes@edwardjones.com
Services
- Financial advising
- Investment strategy reviews
- Retirement planning
- Estate and legacy planning
- Financial planning for major life events
- Investment account opening