Ursula M Strong

Financial Advising

Why pick this one

Ursula M Strong is a CFP®, CEPA®, and SE-AWMA® advisor focused on NIL and college athletes, professional athletes, and retirement income strategies.

Best for

  • NIL and college athletes seeking financial advising
  • Professional athletes and entertainment industry clients
  • Corporate executives
  • Clients navigating divorce finances
  • Clients seeking retirement income strategies
  • Clients with $500,000 or more to invest

Look elsewhere if

  • Clients planning to invest less than $500,000
  • Clients seeking Saturday or Sunday office hours

Specialties

  • NIL and college athlete financial advising
  • Professional athlete financial advising
  • Entertainment industry financial advising
  • Corporate executive financial advising
  • Divorce finances
  • Retirement income strategies

Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Exit Planning Advisor®
  • Sports and Entertainment Accredited Wealth Management Advisor™

What makes them different

  • Serving clients with $500,000 plus
  • Focus areas include NIL and college athletes, professional athletes, and the entertainment industry
  • CFP®, CEPA®, and SE-AWMA® certifications
  • Accepting new clients
  • Offers in-person service at 2275 Vanstory St in Greensboro
Serves
Greensboro

Distilled from this business's own website.

Contact & Location

Address
2275 Vanstory St, Greensboro, NC 27403
Website
https://www.edwardjones.com/us-en/financial-adv...
Email
ursula.strong@edwardjones.com

Services

  • Financial advising
  • Wealth management
  • Retirement planning
  • Exit planning
  • Financial planning for major life events

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