Joyce M Wilkie
Financial Advising
Why pick this one
Joyce M Wilkie holds the AAMS® designation and focuses on retirement savings, intergenerational planning, and values-based investing.
Best for
- Business owners seeking retirement plan guidance
- Individuals developing retirement savings strategies
- Families planning intergenerational wealth transfers
- Investors seeking values and faith-based investing
- Women seeking financial advising
Specialties
- Business retirement plans
- Retirement savings strategies
- Intergenerational planning
- Values and faith-based investing
- Women investors
Certifications
- AAMS® (Accredited Asset Management Specialist™)
What makes them different
- Focuses on business retirement plans and retirement savings strategies
- Offers values and faith-based investing
- Lists women investors and intergenerational planning among focus areas
- Accepting new clients
- Serves clients of all asset levels
Distilled from this business's own website.
Contact & Location
- Address
- 147 Main StSuite F, Bryson City, NC 28713
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- joyce.wilkie@edwardjones.com
Services
- Financial advising
- Retirement planning
- Investment planning
- Intergenerational financial planning