Eric Haughwout

Advisor at Edward Jones

Updated today

Location

Mocksville, NC 27028

Credentials

CFP®, Series 66

Industry experience

12 years

About

Eric Haughwout is a CFP® professional with 12 years of experience in the financial services industry. He is currently with Edward Jones in Mocksville, NC, where he has worked since 2023 and previously from 2012 to 2017. His prior experience includes roles at TD Ameritrade and PNC Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy Wealth management General estate planning guidance

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

390 S Salisbury St

Mocksville, NC 27028

Most active in

North Carolina

Work history

Edward Jones

2023 - Present (3 years)

TD Ameritrade, Inc.

2019 - 2023 (4 years)

PNC Investments

2017 - 2018 (1 year)

Edward Jones

2012 - 2017 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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CFP®, EA

Advance, NC

Deliberate Wealth

I’m Brandon Schneider, founder of Deliberate Wealth. After 15+ years in the financial world, I realized that true wealth management shouldn’t be shrouded in jargon or complicated, hidden fees. That’s why I started this firm: to bring honesty and simplicity back to how we plan for the future. My approach is built on a foundation of candid communication and complete transparency. I believe you deserve to know exactly what you’re paying for and why. By stripping away the complexity, I help you focus on the factors that actually matter—investing wisely, managing risk, and keeping your costs low so that more of your money works for you. But at the end of the day, money is just a tool. It exists to serve your life, not the other way around. My goal is to help you enjoy your life today while building a profound legacy that impacts your family and community for generations. I’m not here to manage portfolios in a vacuum; I’m here to partner with you. We’ll take the stress out of financial planning so you can stop worrying about the numbers and start focusing on the people and experiences that bring you joy. I strive to live out this mission daily. Balancing the joys of raising my five young children with the demands of running a business and remaining deeply active in my church and local community, I know the weight of competing priorities. I practice what I preach, ensuring that my own financial planning aligns with the things that truly matter most to me. I invite you to join me in redefining what it means to be wealthy. Let’s make intentional choices that allow you to live well now and leave a lasting legacy.

Business ownership considerations Retirement withdrawal strategies General estate planning guidance Cash flow / budgeting Tax strategies for small businesses Founder/Business Owner Christian Faith Based HENRY (High Earners, Not Rich Yet) Young Families
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CFP®, Series 66

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Tax-loss harvesting ESG / Sustainable investing
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Series 66

Clemmons, NC

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Bermuda Run, NC

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Series 65

Bermuda Run, NC

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John W

Series 63, Series 65

Bermuda Run, NC

Woodard & Co Asset Management Group Inc

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Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Founder/Business Owner
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