Edward Jones - Financial Advisor: Julie Lucas holds the AAMS® certification and focuses on retirement, estate, legacy, and business retirement strategies.
Edward Jones - Financial Advisor: Keith A Moore serves new clients of all asset levels with retirement, college, wealth, and divorce financial planning in Asheville.
retirement savings planning
college savings planning
entrepreneurs and business owners seeking financial guidance
Edward Jones - Financial Advisor: Kelley Floyd holds the SE-AWMA® certification and focuses on professional athletes, NIL, and college athlete wealth planning.
Professional athletes seeking wealth management
NIL and college athletes needing financial planning
Edward Jones - Financial Advisor: Lauren Fields focuses on retirement savings strategies and financial guidance for professionals and business owners in Eden.
Retirement savings strategy discussions
Entrepreneurs and business owners seeking financial guidance
Teachers and professors seeking financial guidance
Edward Jones - Financial Advisor: Laurie Laucks, CEPA® focuses on business retirement plans, entrepreneurs and business owners, and estate and legacy strategies.
Mike Durham is an Edward Jones financial advisor in Hickory, NC, offering introductory consultations, strategy reviews, account opening, and major-financial-event support.
People seeking an introductory financial consultation
Neal Miller offers specialized financial advisory services in Pineville and an introductory consultation for new investors.
new investors seeking comprehensive wealth strategies
individuals planning for retirement or college savings
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