Edward Jones - Financial Advisor: Trey Howdy, AAMS®|CKA®
Why pick this one
Edward Jones - Financial Advisor: Trey Howdy, AAMS®|CKA® serves all asset levels and focuses on retirement, estate, wealth, and intergenerational planning.
Best for
- business retirement planning
- retirement savings and income strategies
- intergenerational planning
- estate and legacy strategies
- wealth strategies
- clients seeking a CFP®, AAMS®, and CKA® advisor
Specialties
- business retirement plans
- intergenerational planning
- retirement savings strategies
- estate and legacy strategies
- wealth strategies
- retirement income strategies
Certifications
- CFP®
- AAMS®
- CKA®
- FPQP®
What makes them different
- Accepting new clients
- Serving clients of all asset levels
- Offers web conferencing
- Financial advisor Trey Howdy holds CFP®, AAMS®, and CKA® certifications
- Provides introductory consultations, strategy reviews, account opening, and support for major financial events
Distilled from this business's own website.
Contact & Location
- Address
- 685 N C Hwy 33 E, Unit B, Chocowinity, NC 27817
- Phone
- 2529401370
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- trey.howdy@edwardjones.com
Services
- financial planning
- retirement planning
- wealth management
- estate and legacy planning
- investment account services