Edward Jones
Financial Advising
Why pick this one
Edward Jones advisor Charmon M Baker holds the SE-AWMA® certification and focuses on athletes, NIL and college athletes, military professionals, retirement income, and estate strategies.
Best for
- Professional athletes seeking financial advising
- NIL and college athletes seeking financial advising
- Military professionals and veterans seeking financial advising
- Clients with $100,000 or more to invest
- Retirement income strategies
- Estate and legacy strategies
- Clients seeking web conferencing
Look elsewhere if
- Clients planning to invest less than $100,000
Specialties
- Wealth strategies
- Estate and legacy strategies
- Retirement income strategies
- Professional athlete financial advising
- NIL and college athlete financial advising
- Military professional and veteran financial advising
Certifications
- Sports and Entertainment Accredited Wealth Management Advisor™ (SE-AWMA®)
What makes them different
- Accepting new clients
- Serving clients with $100,000 plus
- Focus areas include professional athletes and NIL and college athletes
- Focus area includes military professionals and veterans
- Web conferencing is available
Distilled from this business's own website.
Contact & Location
- Address
- 135 Jonestown Rd, Winston-Salem, NC 27104
- Phone
- +13369624411
- Website
- https://www.edwardjones.com/charmon-baker
- charmon.baker@edwardjones.com
Services
- Financial advising
- Wealth management
- Estate and legacy planning
- Retirement income planning
- Introductory consultations
- Financial strategy reviews
- Account opening
- Major financial event planning