Edward Jones - Financial Advisor: Scott Satterfield

Financial Advising

Goldsboro, NC

Edward Jones - Financial Advisor: Grayson B Hussey holds the AAMS® designation and focuses on retirement savings, wealth strategies, and military professionals and veterans.

  • Retirement savings strategies
  • Wealth strategies
  • Military professionals and veterans seeking financial guidance

Edward Jones - Financial Advisor: Scott Sharp, ChFC®

Shelby, NC

Edward Jones - Financial Advisor: Scott Sharp, ChFC® provides financial advising and investment strategy guidance through an advisor holding the ChFC® designation.

  • investment strategy guidance

Edward Jones - Financial Advisor: Sean M Travis, CFP®

Cornelius, NC

Edward Jones - Financial Advisor Sean M Travis offers personalized wealth strategies and is a certified financial planner.

  • comprehensive financial planning
  • retirement strategies for business owners
  • legacy planning

Edward Jones - Financial Advisor: Sean V Martin, CFP®|AAMS®

Financial Service

Charlotte, NC

They are accepting new clients and specialize in retirement income strategies, located in Charlotte, NC.

  • clients looking for comprehensive financial advising
  • individuals needing assistance with retirement income strategies
  • those with significant investments

Edward Jones - Financial Advisor: Seth A Asbill, CFP®

Wake Forest, NC

Edward Jones - Financial Advisor Seth A Asbill, CFP® serves clients with $1,000,000 and specializes in wealth strategies.

  • clients seeking retirement income strategies
  • individuals planning charitable giving
  • business owners needing retirement plans

Edward Jones - Financial Advisor: Seth K Maynard

Rural Hall, NC

Edward Jones - Financial Advisor: Seth K Maynard offers CFP® guidance for retirement savings, wealth strategies, college savings, and business retirement plans.

  • retirement savings planning
  • wealth strategy development
  • portfolio reviews

Edward Jones - Financial Advisor: Sharon A Dickens, CFP®|AAMS®

Chapel Hill, NC

Sharon A Dickens, CFP®, CEPA®, AAMS®, focuses on wealth, retirement, estate, business-owner, and charitable-giving strategies for clients investing $250,000 or more.

  • Clients seeking wealth strategies
  • Retirement savings or retirement income planning
  • Estate and legacy planning

Edward Jones - Financial Advisor: Sheila D Dodd

Insurance Agency

Arden, 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: Spencer B Nichols, CFP®|AAMS®|AFFP®

Financial Service

Roanoke Rapids, NC

Edward Jones - Financial Advisor: Spencer B Nichols, CFP®|AAMS® focuses on retirement income, estate and legacy, divorce finances, and business-owner strategies.

  • Retirement income strategy planning
  • Estate and legacy strategy planning
  • Financial planning during divorce

Edward Jones - Financial Advisor: Stephen D Patton

Wilkesboro, NC

Edward Jones - Financial Advisor: Stephen D Patton serves clients of all asset levels with retirement, estate, legacy, and business-owner planning.

  • retirement savings planning
  • wealth strategy development
  • entrepreneurs and business owners

Edward Jones - Financial Advisor: Stephen L Price, RICP®|AAMS®

Shelby, NC

Stephen L Price provides retirement income, estate and legacy, portfolio review, and business retirement plan strategies with ChFC®, RICP®, and AAMS® certifications.

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

Edward Jones - Financial Advisor: Stephen M Herbert, ChFC®|AAMS®

Asheville, NC

Stephen M Herbert holds ChFC® and AAMS® certifications and focuses on retirement income, estate strategies, divorce finances, and business owners.

  • retirement income strategy planning
  • estate and legacy strategy planning
  • intergenerational financial planning

Edward Jones - Financial Advisor: Steve Jackson

Financial Service

Lexington, NC

Edward Jones - Financial Advisor: Steve Jackson offers retirement, estate, wealth, and business retirement planning from a Lexington office.

  • Entrepreneurs and business owners seeking financial planning
  • Retirement income or retirement savings strategies
  • Estate and legacy strategy discussions

Edward Jones - Financial Advisor: Steve Perkins

Stanley, NC

They specialize in wealth strategies and have a focus on retirement savings, and estate planning for clients in Stanley.

  • comprehensive retirement planning
  • business retirement solutions

Edward Jones - Financial Advisor: Stokes Malone, CFP®|AAMS®

Kinston, NC

Stokes Malone is a CFP® and AAMS® financial advisor in Kinston focusing on wealth and retirement income strategies.

  • entrepreneurs and business owners seeking financial advice
  • wealth strategy planning
  • retirement income planning

Edward Jones - Financial Advisor: Sulayman Nyang Jr, CEPA®

Charlotte, NC

Edward Jones - Financial Advisor Sulayman Nyang Jr specializes in helping entrepreneurs and business owners with financial planning.

  • business owners seeking financial advice
  • healthcare professionals looking for financial planning
  • new investors needing guidance

Edward Jones - Financial Advisor: Susan H Archbell

Kitty Hawk, NC

Susan H Archbell advises on retirement income, intergenerational planning, and financial strategies for entrepreneurs and business owners in Kitty Hawk.

  • Retirement income strategies
  • Retirement savings strategies
  • Entrepreneurs and business owners seeking financial guidance

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