Financial Advising in Davidson, North Carolina

11 found · ← All categories in Davidson

Updated October 31, 2026

Edward Jones - Financial Advisor: David Snapp, ChFC AAMS

Financial Advising

Thomasville, NC

Edward Jones - Financial Advisor: David Snapp, ChFC AAMS focuses on estate and legacy strategies, business retirement plans, and employee stock options.

  • Estate and legacy strategy planning
  • Business retirement plans
  • Employee stock option planning

Edward Jones - Financial Advisor: Kendra H Steele

Financial Advising

Lexington, NC

Edward Jones - Financial Advisor: Kendra H Steele offers introductory consultations, current strategy reviews, account opening, and major financial event support.

  • people seeking an introductory financial consultation
  • clients reviewing an existing investing strategy
  • people opening an investment account

Edward Jones - Financial Advisor: Kevin H White, CFP®|AAMS®

Financial Advising

Thomasville, NC

Edward Jones - Financial Advisor: Kevin H White, CFP®|AAMS® serves clients with $500,000 plus and focuses on retirement, wealth, estate, and intergenerational planning.

  • Clients with $500,000 or more to invest
  • Retirement savings and retirement income planning
  • Wealth strategy development

Amanda S Fleming

Financial Advising

Lexington, NC

Amanda S Fleming serves clients with $250,000 plus and focuses on healthcare professionals, farmers and ranchers, entrepreneurs, and business retirement plans.

  • Clients planning to invest $250,000 or more
  • Healthcare professionals seeking financial advice
  • Farmers and ranchers seeking financial advice

Beth Hawkins

Financial Advising

Lexington, NC

Beth Hawkins is a CFP® in Lexington offering retirement income strategies, wealth strategies, and business retirement plans.

  • Retirement income strategy planning
  • Wealth strategy planning
  • Business retirement plan guidance

Stephen K Dockham

Financial Advising

Winston Salem, NC

Stephen K Dockham offers retirement income, retirement savings, portfolio review, and estate and legacy strategies from Winston-Salem, North Carolina.

  • Retirement income strategy planning
  • Retirement savings strategy planning
  • Portfolio reviews

Edward Jones - Financial Advisor: Harrison G Everhart, CFP®

Financial Advising

Lexington, NC

Edward Jones - Financial Advisor: Steve Jackson offers retirement, estate, wealth, and business retirement planning from a Lexington office.

  • Entrepreneurs and business owners seeking financial planning
  • Retirement income or retirement savings strategies
  • Estate and legacy strategy discussions

Other categories in Davidson

Financial Advising in nearby counties

FAQ

Which local financial advisors list an investment minimum?

Kevin H White lists clients with $500,000 or more to invest, while Amanda S Fleming lists clients with $250,000 or more. The other profiles do not state a minimum in the provided information.

Which advisor can help with employee stock options or divorce finances?

David Snapp specifically lists employee stock option planning and financial planning related to divorce among his focus areas.

Can I meet with a financial advisor online?

David Snapp, Kevin H White, and Amanda S Fleming list web conferencing as available. Confirm the format when scheduling.

Which advisors offer introductory consultations or reviews of an existing plan?

Kendra H Steele, Kevin H White, Stephen K Dockham, and Harrison G Everhart list introductory consultations or current-strategy reviews. Ask whether there is a fee before booking.