Edward Jones - Financial Advisor: Jon Lentz, CFP®

Huntersville, NC

Edward Jones - Financial Advisor Jon Lentz, CFP®, specializes in wealth and estate planning strategies and serves Huntersville, NC.

  • individuals seeking comprehensive wealth and estate strategies
  • retirement planning support

Edward Jones - Financial Advisor: Josh Beckham

York, SC

They offer specialized financial advising for entrepreneurs and business owners in York, SC.

  • new investors
  • small business owners seeking financial strategies
  • individuals looking for retirement planning

Edward Jones - Financial Advisor: Julie Lucas, AAMS®

Sylva, NC

Edward Jones - Financial Advisor: Julie Lucas holds the AAMS® certification and focuses on retirement, estate, legacy, and business retirement strategies.

  • retirement savings planning
  • retirement income planning
  • estate and legacy strategies

Edward Jones - Financial Advisor: Julie Thomas, AAMS®

Weddington, NC

They are accepting new clients and specialize in estate and legacy strategies, focusing on investments of $50,000 or more.

  • clients seeking personalized financial strategies
  • individuals looking for retirement income planning
  • families interested in college savings options

Edward Jones - Financial Advisor: Kathy OKane

Concord, NC

Edward Jones - Financial Advisor Kathy OKane focuses on retirement income strategies and operates in Concord, NC.

  • retirement planning
  • wealth strategy development
  • divorce financial advising

Edward Jones - Financial Advisor: Keith A Moore

Doctor

Asheville, NC

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

Asheville, NC

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
  • Families seeking intergenerational planning

Edward Jones - Financial Advisor: Kelly H Barnett

Belmont, NC

Kelly H Barnett focuses on retirement savings and offers specific guidance for navigating the loss of a spouse.

  • individuals seeking retirement planning
  • business owners looking for retirement plans
  • families needing inheritance guidance

Edward Jones - Financial Advisor: Kevin Thompson, WMCP®

Calabash, NC

Edward Jones - Financial Advisor: Kevin Thompson, WMCP® offers retirement strategies, portfolio reviews, and intergenerational planning in Calabash.

  • retirement income planning
  • retirement savings strategies
  • wealth strategies

Edward Jones - Financial Advisor: Lauren Fields

Eden, NC

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®

Mocksville, NC

Edward Jones - Financial Advisor: Laurie Laucks, CEPA® focuses on business retirement plans, entrepreneurs and business owners, and estate and legacy strategies.

  • Business owners seeking retirement plan guidance
  • Entrepreneurs needing financial advisory support
  • Clients planning estate and legacy strategies

Edward Jones - Financial Advisor: Lex Fennell

Concord, NC

They provide specialized financial advisory services focused on retirement and wealth strategies for clients in Concord, NC.

  • individuals planning for retirement
  • business owners seeking financial advice

Edward Jones - Financial Advisor: Matt Vukmer, CFP®

Raleigh, NC

Edward Jones - Financial Advisor: Matt Vukmer, CFP® offers complimentary consultations to help clients assess their investing styles.

  • individuals seeking personalized financial planning consultations

Edward Jones - Financial Advisor: Max Miller

Concord, NC

Max Miller, Financial Advisor at Edward Jones, specializes in Retirement Income Strategies and is located in Concord, NC.

  • financial planning for retirement
  • estate planning
  • business owners seeking financial advice

Edward Jones - Financial Advisor: Michael S Hileman, CFP®

Raleigh, NC

Edward Jones - Financial Advisor Michael S Hileman accepts new clients starting at $250,000 and specializes in estate and legacy strategies.

  • individuals with a minimum investment of $250,000
  • entrepreneurs seeking financial planning advice

Edward Jones - Financial Advisor: Mike Durham

Hickory, NC

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
  • Clients reviewing a current financial strategy
  • People opening an investment account

Edward Jones - Financial Advisor: Mike Schmidt, CFP®

Charlotte, NC

They offer comprehensive financial strategies, including retirement income planning and are located in Charlotte, NC.

  • clients seeking retirement planning
  • individuals needing asset management

Edward Jones - Financial Advisor: Nathan Bost, CFP®

Raleigh, NC

Edward Jones - Financial Advisor Nathan Bost, CFP®, specializes in intergenerational planning and is located in Raleigh, NC.

  • entrepreneurs and business owners seeking retirement plans
  • healthcare professionals looking for financial advice

Edward Jones - Financial Advisor: Nathan H Aldendail, CFP®

Greensboro, NC

Edward Jones - Financial Advisor: Nathan H Aldendail, CFP® serves clients with $1,000,000 plus and focuses on retirement income and estate strategies.

  • Corporate executives seeking financial planning
  • Clients with $1,000,000 plus to invest
  • Retirement income planning

Edward Jones - Financial Advisor: Nathan Peoples

Gastonia, NC

Edward Jones - Financial Advisor Nathan Peoples offers complimentary consultations to discuss financial goals and investing styles.

  • individuals seeking personalized financial advising
  • those looking to set financial goals

complimentary consultation

Edward Jones - Financial Advisor: Neal Miller

Pineville, NC

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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