Edward Jones - Financial Advisor: Susan Worrell-Bridgers

Wilson, NC

Susan Worrell-Bridgers offers introductory consultations, strategy reviews, account opening, and major financial event support from her Wilson office.

  • introductory financial consultations
  • reviewing an existing financial strategy
  • opening an investment account

Edward Jones - Financial Advisor: Suzette McIntyre

Lexington, NC

Edward Jones - Financial Advisor: Suzette McIntyre offers retirement income strategies, wealth strategies, and portfolio reviews in Lexington, North Carolina.

  • Retirement income strategies
  • Wealth strategies
  • Business retirement plans

Edward Jones - Financial Advisor: Tammy H Joyce, AAMS®

Mount Airy, NC

Edward Jones - Financial Advisor: Tammy H Joyce, AAMS® offers retirement, college, estate, and charitable-giving strategies in Mount Airy.

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

Edward Jones - Financial Advisor: Tamra K Ellis

Durham, NC

Edward Jones - Financial Advisor: Tamra K Ellis focuses on estate and legacy, retirement, wealth, and divorce finances in Durham, NC.

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

Edward Jones - Financial Advisor: Terry D Eskind, AAMS®

Conover, NC

Edward Jones - Financial Advisor: Terry D Eskind, AAMS® provides retirement, estate, intergenerational, and wealth strategies from its Conover office.

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

Edward Jones - Financial Advisor: Thomas Venzen

Mooresville, NC

They provide specialized retirement income strategies and wealth strategies for clients in Mooresville, NC.

  • clients seeking retirement income strategies
  • business owners looking for retirement plans
  • individuals interested in wealth management

Edward Jones - Financial Advisor: Thorsten Path

Asheville, NC

Edward Jones - Financial Advisor: Thorsten Path offers wealth, estate and legacy, inheritance, and retirement income strategies in Asheville.

  • Entrepreneurs and business owners seeking financial strategies
  • Families planning intergenerational wealth transfers
  • Clients seeking estate and legacy strategies

Edward Jones - Financial Advisor: Tim Bryson, ChFC®|AAMS®

Claremont, NC

Edward Jones - Financial Advisor: Tim Bryson, ChFC®|AAMS® helps new investors and retirement planners, with ChFC® and AAMS® certifications.

  • new investors seeking financial guidance
  • retirement savings planning
  • retirement income planning

Edward Jones - Financial Advisor: Timothy Pollard

Financial Service

Lexington, NC

Edward Jones - Financial Advisor: Timothy Pollard combines CFP®, CEPA®, and AAMS® credentials with retirement, estate, and business-owner planning.

  • retirement savings planning
  • retirement income strategies
  • entrepreneurs and business owners

Edward Jones - Financial Advisor: Todd D Holder

Highlands, NC

Edward Jones - Financial Advisor: Todd D Holder focuses on retirement income, estate strategies, faith-based investing, and intergenerational planning.

  • Retirement income planning
  • Estate and legacy strategies
  • Values and faith-based investing

Edward Jones - Financial Advisor: Tom Holtz, CFP®

Chapel Hill, NC

Tom Holtz is a CFP® in Chapel Hill offering retirement, estate and legacy, and business retirement planning while accepting new clients.

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

Edward Jones - Financial Advisor: Tom Kincaid, AAMS®

Harrisburg, NC

Edward Jones - Financial Advisor Tom Kincaid offers complimentary consultations and focuses on personalized investment strategies.

  • individual investment planning
  • financial goal assessment

complimentary consultation

Edward Jones - Financial Advisor: Tommy Payne

Denver, NC

They offer specialized services like retirement savings strategies and college savings planning in Denver, NC.

  • individuals seeking retirement planning
  • new investors looking for guidance
  • families planning for college savings

Edward Jones - Financial Advisor: Tracey L Hayes, AAMS®

Financial Service

Albemarle, NC

Edward Jones - Financial Advisor: Tracey L Hayes, AAMS® serves clients with $500,000 plus and holds ChFC® and AAMS® certifications.

  • Clients investing $500,000 or more
  • Women investors seeking financial guidance
  • Retirement income planning

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