Edward Jones

I am a financial advisor serving in the Piedmont Triad. I focus on helping small business owners, non-profits and professionals develop personalized financial strategies. Growing up in a home where both parents were entrepreneurs, I know the work involved. I witnessed the time, stress and effort it takes to make dreams a reality. My hope is to take my experience and education and serve as a resource for business owners and professionals. I want to help them not only build their business but create a legacy.

I have been where my clients are. I understand the frustration that comes from trying to raise a family, grow a business or career, and navigate our complex financial system. I know first-hand how disappointing and, sometimes disruptive, cookie cutter financial strategies can be. I provide strategies that are personalized to the individual and their situation. My clients are the reason and focus of my business.

You have one life. Make it count! Let me help.