Edward Jones - Financial Advisor: Bobby Legg Jr, CFP®|CKA®

Lancaster, SC

They focus on retirement income strategies and values-based investing, serving clients with a minimum investment of $250,000.

  • Individuals planning for retirement
  • Clients interested in values and faith-based investing

Edward Jones - Financial Advisor: Bonnie Fischer, AAMS®

Financial Service

Apex, NC

Bonnie Fischer offers financial advising services with an AAMS® certification, located in Apex, NC.

  • individuals seeking personalized financial strategies
  • those needing assistance with investment planning

Edward Jones - Financial Advisor: Brad Kelly

Rolesville, NC

Edward Jones - Financial Advisor Brad Kelly offers tailored financial strategies discussed in complimentary consultations.

  • individuals seeking personalized financial advice
  • clients needing support for future financial planning

complimentary consultation

Edward Jones - Financial Advisor: Brandon T Weiland

Hickory, NC

Edward Jones - Financial Advisor: Brandon T Weiland focuses on estate and legacy strategies, business retirement plans, and clients investing $250,000 or more.

  • Clients investing $250,000 or more
  • Estate and legacy strategies
  • Intergenerational planning

Edward Jones - Financial Advisor: Brent M Naylor

Wilmington, NC

Edward Jones - Financial Advisor: Brent M Naylor focuses on retirement savings and financial guidance for entrepreneurs, physicians, healthcare professionals, and executives.

  • entrepreneurs and business owners seeking financial guidance
  • physicians and healthcare professionals seeking financial guidance
  • corporate executives seeking financial guidance

Edward Jones - Financial Advisor: Brent Reynolds, CFP®

Lincolnton, NC

Edward Jones - Financial Advisor Brent Reynolds specializes in retirement savings strategies and is accepting new clients in Lincolnton, NC.

  • retirement savings planning
  • wealth management
  • estate planning

Edward Jones - Financial Advisor: Brian T White

Financial Service

Zebulon, NC

Brian T White is a CFP® and CPWA®, specializing in financial planning for corporate executives in Raleigh, NC.

  • financial planning for entrepreneurs
  • business retirement plans
  • individuals navigating loss of spouse

Edward Jones - Financial Advisor: Brian W Spangler, CEPA®|AAMS®

Burlington, NC

Brian W Spangler is accepting new clients, serves clients with $1,000,000 plus, and holds CEPA® and AAMS® certifications.

  • Entrepreneurs and business owners seeking financial advising
  • Clients planning retirement income strategies
  • Clients seeking wealth strategies

Edward Jones - Financial Advisor: Browning S Sanderson

Investing

Newport, NC

Oak Crest Wealth Management provides investing, retirement, and asset management planning through offices in Bentonville, Little Rock, North Little Rock, Grove, and Jay.

  • Individuals seeking personalized investing and financial planning
  • Retirement investing and distribution planning
  • Families evaluating 529 plans and college investment options

Edward Jones - Financial Advisor: Bryan L Piccirillo

Insurance Agency

Chapel Hill, 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: Bryan N Dixon, CFP®|AAMS®

Financial Service

Winston Salem, NC

Edward Jones - Financial Advisor: Bryan N Dixon, CFP®|AAMS® specializes in wealth, estate, retirement, and intergenerational strategies.

  • Individuals seeking wealth strategies
  • Estate and legacy planning
  • Business owners planning retirement

Edward Jones- Financial Advisor: Cameron Boles

Financial Service

Marion, NC

Cameron Boles provides retirement, estate, business retirement, and college savings planning in Marion and holds CFP®, CEPA®, AAMS®, and CKA® certifications.

  • Retirement savings planning
  • Wealth strategy development
  • Estate and legacy planning

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