Edward Jones - Financial Advisor: Merralee Thorpe, AAMS®|CKA®

Southern Pines, NC

Edward Jones - Financial Advisor: Merralee Thorpe offers retirement strategies, portfolio reviews, women investor guidance, and values-based investing in Southern Pines.

  • retirement savings planning
  • retirement income strategies
  • portfolio reviews

Edward Jones - Financial Advisor: Michael C Strickland, ChFC®|CLU®

Wilson, NC

Edward Jones - Financial Advisor: Michael C Strickland, ChFC®|CLU® offers wealth, retirement, estate, and legacy strategies from a Wilson, NC office.

  • Retirement income strategy planning
  • Retirement savings strategy planning
  • Estate and legacy strategy planning

Edward Jones - Financial Advisor: Michael Penn

Rock Hill, SC

They provide specialized financial advising in retirement and estate planning and are conveniently located in Rock Hill, SC.

  • individuals seeking retirement strategies
  • families planning for college savings
  • clients needing estate planning

Edward Jones - Financial Advisor: Michael Roman

Gastonia, NC

Michael Roman of Edward Jones specializes in estate strategies and serves clients at all asset levels in Gastonia, NC.

  • individuals seeking personalized financial advice
  • business owners looking for retirement plans
  • clients with special needs financial considerations

Edward Jones - Financial Advisor: Michelle Price, CFP®

Wilmington, NC

Edward Jones - Financial Advisor: Michelle Price, CFP® serves clients with $500,000 plus and focuses on retirement, estate, and wealth strategies.

  • Clients investing $500,000 or more
  • Entrepreneurs and business owners seeking financial strategies
  • Retirement savings and retirement income planning

Edward Jones - Financial Advisor: Mike Bowen, AAMS®

Lincolnton, NC

Mike Bowen, an AAMS® certified financial advisor, specializes in retirement strategies and is based in Lincolnton, NC.

  • retirement planning
  • charitable giving
  • financial strategies for special needs

Edward Jones - Financial Advisor: Mike Mullins, CFP®|CRPC™|SE-AWMA®

Smithfield, NC

Mike Mullins, a CFP®, specializes in retirement savings and is located in Smithfield, NC, accepting clients with investments starting at $250,000.

  • clients seeking retirement planning
  • businesses needing retirement plans
  • college athletes interested in NIL strategies

Edward Jones - Financial Advisor: Mitch Meminger

Investing

New Bern, 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: Myron Stephens

Morganton, NC

Edward Jones - Financial Advisor: Myron Stephens focuses on retirement savings, business retirement plans, estate and legacy strategies, and healthcare professionals in Morganton.

  • retirement savings strategy consultations
  • business retirement plan guidance
  • entrepreneurs and business owners seeking wealth strategies

Edward Jones - Financial Advisor: Nadia R Eldib, AAMS®

Financial Service

High Point, NC

Edward Jones - Financial Advisor: Nadia R Eldib, AAMS® serves clients with $2,000,000 plus and holds CFP®, ChFC®, and AAMS® certifications.

  • Corporate executives seeking financial advice
  • Entrepreneurs and business owners seeking financial advice
  • Employee stock option planning

Edward Jones - Financial Advisor: Nathan B Sessions

Financial Service

Charlotte, NC

They focus on Retirement Savings Strategies and provide personalized advice for Entrepreneurs & Business Owners.

  • retirement planning
  • college savings
  • estate management

Edward Jones - Financial Advisor: Nathan M Lindeman

Rocky Mount, NC

Nathan M Lindeman provides retirement, estate and legacy, business retirement, and wealth strategies from a Rocky Mount office.

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

Edward Jones - Financial Advisor: Nathan P Moran

Asheville, NC

Edward Jones - Financial Advisor: Nathan P Moran focuses on retirement, estate and legacy, wealth, and divorce finances, with CFP® and ChFC® certifications.

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

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