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6 POSTS 0 COMMENTSAs an Edward Jones financial advisor, I believe it is important to invest my time in understanding what is most important to you before you invest your money. In my opinion, this is the foundation to helping you determine the most appropriate financial strategy for you and your family.
I began my career with Edward Jones in January 2019 after having spent the prior 8.5 years in the financial services industry. I earned a bachelor's degree with a double major in economics and finance and banking from Appalachian State University in 2010 and the Accredited Asset Management Specialist® professional designation in 2020. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics, and agree to pursue continuing education.
My wife, Rimes, and I met in college and have now been married for 8 wonderful years. We have two children, Grayson(5) and Henry(3). Some of my hobbies include spending time fishing in the North Carolina Mountains, camping, hiking and sharing my love for the outdoors with my wife and two boys.
Envisioning retirement and enjoying retirement is your job. Helping you get there is ours. Effectively planning for retirement can involve a variety of accounts and investments, including IRAs, employer-sponsored retirement plans (e.g., 401(k)), annuities, equities, mutual funds, and insurance (including life, long-term care options, and disability).
WAXHAW, NC - There are many exciting holiday events coming to Waxhaw in 2021. On Wednesday, December 1, the Ballantyne Jewish Center will host...
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