Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
ChFC®, Series 66
Experience Industry experience
19 years
Location
Belhaven, NC 27810
Edward Jones
Institution
Michael Goodwin is a ChFC® credentialed financial advisor with Edward Jones in Belhaven, NC, where he has worked since 2006, totaling 19 years of industry experience. He serves as a board member for a local daycare, participating in fundraising and oversight activities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, investment options, and affiliated financial services, supported by a nationwide network of approximately 23,701 advisors.
Based on Edward Jones
Based on Edward Jones
$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)
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.
Belhaven, NC
183 E Water Street
Belhaven NC 27810
Advisors at this office
1
North Carolina · Texas
19 years of industry experience
Edward Jones
2006 - Present • 20 years
St Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Bath, NC
Creekside Financial Planning, L.L.C.
Virginia Rogers is a CFP® professional with experience at Edward Jones from 2022 to 2025 and currently serves as the sole advisor at Creekside Financial Planning, L.L.C., a firm she joined in 2025. She has no prior industry experience before 2022. Outside of her advisory role, she manages Seakeeper Enterprises LLC, a rental property business. Creekside Financial Planning is a fee-only registered investment adviser that provides investment management, comprehensive financial planning, and educational seminars to individuals and high-net-worth clients. The firm employs modern portfolio theory and tailored asset-allocation models combining passive and active mutual funds and ETFs, and emphasizes selecting and onboarding outside investment advisers for clients.
Series 66
Bath, NC
Cambridge Investment Research Advisors
Alexandra Crespi is a financial advisor with Cambridge Investment Research Advisors in Bath, NC, holding the Series 66 designation and six years of industry experience. She has previously worked at Lincoln Financial Securities and maintains an independent insurance agency, Adams & Associates. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers multiple investment platforms and strategies, including proprietary models and access to third-party managers, with both discretionary and non-discretionary management options.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")