Edward Jones Investments

  • Financial & Investment Services
8430 Rea Rd
Suite 130
Charlotte, NC 28277
(877) 335-9566 (fax)
8:30AM to 5PM
  • About

    I have been a financial advisor with Edward Jones for over six years. Prior to joining Edward Jones, I worked in international business and heathcare management and started four businesses of my own. I earned an undergraduate degree from the Wharton School of Business at the University of Pennsylvania and an MBA from the University of Miami.

    Using an established process, I build personalized financial strategies for my clients that are designed to achieve their unique financial goals. I take the time to truly listen to my clients and understand what is important to them. I then construct measurable objectives tailored specifically to their circumstances. Once the plan is implemented, I maintain regular contact with my clients to inform them of any developments and address any needs or changes in their situations. In order to provide a comprehensive service, I regularly collaborate with a team of CPAs, attorneys and other trusted professionals, always keeping client information confidential.

    I am proud to serve a wide variety of clients and guide them through some of life's most complex decisions. I especially enjoy assisting multigenerational families develop wealth transfer strategies. I also regularly work with business owners to devise plans that involve business succession, asset growth, tax reduction, and establishing and managing retirement plans, including 401(k) plans. Regardless of their financial goals, my clients are assured that I will work tirelessly to help them achieve success confidently and comfortably.

  • Directions

    Village of Robinson Farms in Ballantyne; Elm and William Pond