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Edward Jones

Financial Advising

Eastover, NC

Edward Jones provides retirement and wealth strategies through Dani Osborne, who holds CFP®, ChFC®, and CEPA® designations.

  • retirement income planning
  • retirement savings planning
  • portfolio reviews

Edward Jones

Financial Advising

Hillsborough, NC

Edward Jones provides wealth strategies with CFP®, CEPA®, and SE-AWMA™ certifications for entrepreneurs, athletes, entertainers, and business owners.

  • Entrepreneurs and business owners needing wealth strategies
  • Professional athletes seeking specialized wealth management
  • Entertainment industry professionals seeking financial advising

Edward Jones

Financial Advising

Valdese, NC

Edward Jones provides retirement, business retirement, estate and legacy, college savings, and new investor guidance from its Valdese office.

  • Retirement savings and income planning
  • Business retirement plan guidance
  • Estate and legacy strategy discussions

Edward Jones

Financial Service

Morganton, NC

Edward Jones’s Myron Stephens provides financial advising in Morganton with focus areas including retirement savings, business retirement plans, and estate strategies.

  • retirement savings strategy discussions
  • business retirement plans
  • entrepreneurs and business owners seeking financial guidance

Edward Jones

Financial Service

Nags Head, NC

Edward Jones advisor Kelli R Harmon holds the CFP® certification and focuses on retirement income, estate strategies, and intergenerational planning in Nags Head.

  • Retirement income strategies
  • Estate and legacy strategies
  • Intergenerational planning

Edward Jones

Financial Advising

High Point, NC

Edward Jones’s Ren Lackey serves all asset levels and focuses on business retirement plans, retirement income, wealth, and estate strategies.

  • Business retirement planning
  • Retirement income strategy development
  • Wealth strategy planning

Edward Jones

Financial Advising

Fayetteville, NC

Edward Jones advisor Bill Drewry holds an MBA and focuses on military professionals, veterans, retirement income and estate strategies.

  • military professionals and veterans seeking financial advice
  • clients with $500,000 or more to invest
  • values and faith-based investing

Edward Jones

Financial Service

Waynesville, NC

Edward Jones’ Jenny Martin is a CFP®, AAMS®, and CRPS™ advisor serving clients with $500,000 plus in Waynesville.

  • Clients seeking wealth strategies
  • Retirement income strategy planning
  • Estate and legacy strategy planning

Edward Jones

Financial Service

Raeford, NC

Edward Jones advisor John S Wright focuses on retirement savings, business retirement plans, college savings, retirement income, and portfolio reviews in Raeford.

  • Retirement savings strategies
  • Business retirement plans
  • College savings planning

Edward Jones

Financial Advising

Franklin, NC

Oak Crest Wealth Management provides retirement, estate, insurance, and business succession planning through offices in Arkansas and Oklahoma.

  • retirement income planning
  • families planning college savings through 529 plans
  • business owners preparing succession or exit strategies

Edward Jones

Investing

Lexington, NC

Edward Jones offers financial advisor services and publishes investment strategies for investors at different life stages.

  • people seeking a financial advisor
  • investors exploring long-term investment strategies
  • people in their 20s seeking financial direction

Edward Jones

Financial Advising

Waxhaw, NC

Edward Jones offers financial advising tailored to various client needs, including retirement income strategies and business retirement plans.

  • new investors
  • entrepreneurs and business owners
  • clients interested in faith-based investing

Edward Jones - Financial Advisor: Adair M Salgado

Cary, NC

Adair M Salgado at Edward Jones offers personalized retirement savings strategies and accepts clients of all asset levels.

  • individuals planning for retirement
  • entrepreneurs seeking wealth strategies
  • people managing divorce finances

Edward Jones - Financial Advisor: Alex Rankin

Investing

Durham, NC

Oak Crest Wealth Management provides retirement, estate, insurance, and business succession planning through offices in Arkansas and Oklahoma.

  • retirement income planning
  • families planning college savings through 529 plans
  • business owners preparing succession or exit strategies

Edward Jones - Financial Advisor: Alex West

Brevard, NC

Edward Jones - Financial Advisor: Alex West focuses on business retirement plans, entrepreneurs, intergenerational planning, retirement income, and wealth strategies in Hendersonville.

  • Business retirement planning
  • Entrepreneurs and business owners seeking financial advice
  • Intergenerational planning

Edward Jones - Financial Advisor: Allen K Maupin

Lake Park, NC

They offer specialized financial advising services, including introductory consultations and assistance with major financial events.

  • individuals seeking personalized financial strategies
  • clients needing support for significant financial decisions

Edward Jones - Financial Advisor: Amanda Klier

Financial Advising

Pittsboro, NC

Edward Jones - Financial Advisor: Amanda Klier accepts new clients in Pittsboro and serves clients of all asset levels.

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

Edward Jones - Financial Advisor: Andi D Schnuck

Mt Airy, NC

Edward Jones - Financial Advisor: Andi D Schnuck focuses on retirement, estate and legacy strategies, portfolio reviews, and business retirement plans in Mt. Airy.

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

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