Edward Jones
Financial Advising
Why pick this one
Edward Jones’s Blake Stewart serves clients with $1,000,000 plus and holds CFP®, ChFC®, and WMCP® certifications.
Best for
- Clients with $1,000,000 or more to invest
- Estate and legacy strategy planning
- Charitable giving strategies
- Healthcare professionals seeking financial advice
- Teachers and professors seeking financial advice
- Entrepreneurs and business owners seeking financial advice
Look elsewhere if
- Clients seeking a financial advisor specifically serving investments below $1,000,000
Specialties
- wealth strategies
- estate and legacy strategies
- charitable giving
- financial planning for healthcare professionals
- financial planning for teachers and professors
- financial planning for entrepreneurs and business owners
Certifications
- CFP®
- ChFC®
- WMCP®
What makes them different
- Serves clients with $1,000,000 plus
- Blake Stewart holds CFP®, ChFC®, and WMCP® certifications
- Focus areas include estate and legacy strategies and charitable giving
- Focuses on healthcare professionals, teachers and professors, and entrepreneurs and business owners
- Web conferencing is listed as an office capability
Distilled from this business's own website.
Contact & Location
- Address
- 114 Russet Run, Pittsboro, NC 27312
- Phone
- +19195423020
- Website
- https://www.edwardjones.com/blake-stewart
- blake.stewart@edwardjones.com
Services
- financial advising
- wealth management
- estate and legacy planning
- charitable giving strategies