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Edward Jones - Financial Advisor: Julie G Kelly, CFP®|CRPC™

Durham, NC

Edward Jones - Financial Advisor: Julie G Kelly, CFP®|CRPC™ is a Durham advisor with CFP®, CEPA®, and CRPC™ certifications serving retirement, estate, and business-owner planning needs.

  • retirement income planning
  • estate and legacy planning
  • entrepreneurs and business owners seeking exit planning

Edward Jones - Financial Advisor: Justin A Castle

Sylva, NC

Edward Jones - Financial Advisor: Justin A Castle focuses on business retirement plans, entrepreneurs, military professionals, portfolio reviews, retirement income, and estate strategies.

  • business retirement plans
  • entrepreneurs and business owners seeking financial planning
  • military professionals and veterans seeking financial planning

Edward Jones - Financial Advisor: Kalynn C Roland, AAMS®

Reidsville, NC

Edward Jones - Financial Advisor: Kalynn C Roland offers retirement, wealth, estate and legacy strategies with AAMS® certification in Reidsville.

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

Edward Jones - Financial Advisor: Kathy Brommage

Investing

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: Katie B Goforth, AAMS®

Financial Service

Newton, NC

Edward Jones - Financial Advisor: Katie B Goforth, AAMS® provides wealth, retirement income, estate and legacy strategies from a Newton, NC office.

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

Edward Jones - Financial Advisor: Keith Minton

Chapel Hill, NC

Keith Minton accepts clients with $250,000-plus and focuses on retirement, business-owner, divorce, and LGBTQ+ finances.

  • Retirement savings strategies
  • Wealth strategies for clients investing $250,000 or more
  • Entrepreneurs and business owners

Edward Jones - Financial Advisor: Keith Nowokunski

Financial Service

Charlotte, NC

They focus on wealth and retirement strategies and are located in Charlotte, NC, serving business owners and entrepreneurs.

  • financial planning for retirement
  • wealth management for business owners

Edward Jones - Financial Advisor: Keith Nowokunski

Financial Service

Charlotte, NC

They focus on wealth strategies and retirement income strategies, offering personalized consultations to meet specific financial needs.

  • entrepreneurs seeking financial planning
  • clients needing retirement strategies
  • individuals interested in portfolio reviews

Edward Jones - Financial Advisor: Keith W Johnson, CFP®|ChFC®

Hendersonville, NC

Keith W Johnson is a CFP® and ChFC® financial advisor focused on wealth, retirement income, estate, and intergenerational strategies.

  • Clients investing $500,000 or more
  • Entrepreneurs and business owners
  • Retirement income planning

Edward Jones - Financial Advisor: Kelly H Barnett

Financial Advising

Belmont, NC

Edward Jones - Financial Advisor: Kelly H Barnett focuses on personalized investment strategies and has a branch office in Matthews, NC.

  • personalized investment strategies
  • individual retirement planning

Edward Jones - Financial Advisor: Kelly Luckhaus, CFP®

Wilmington, NC

Kelly Luckhaus is a CFP® financial advisor in Wilmington specializing in retirement savings and retirement income strategies.

  • Retirement savings planning
  • Retirement income planning
  • Women investors

Edward Jones - Financial Advisor: Kendall Weller

Durham, NC

Edward Jones - Financial Advisor: Kendall Weller focuses on retirement savings, retirement income, and wealth strategies from a Durham office.

  • retirement savings strategy planning
  • retirement income strategy planning
  • wealth strategy 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: Ken Hoffman

Financial Service

Davidson, NC

Edward Jones - Financial Advisor Ken Hoffman specializes in retirement strategies and is based in Davidson, NC.

  • retirement planning
  • intergenerational financial advising

Edward Jones - Financial Advisor: Kevin C Maley, AAMS®

Pittsboro, NC

Edward Jones - Financial Advisor: Kevin C Maley, AAMS® provides retirement and wealth strategies in Pittsboro and holds the AAMS® designation.

  • retirement savings strategies
  • retirement income strategies
  • wealth strategies

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