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Stephen H

ChFC®, Series 63, Series 66

Asheville, NC

Edward Jones

Stephen Herbert is a ChFC® credentialed financial advisor with Edward Jones, based in Asheville, NC. He has 21 years of industry experience and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supporting approximately $1.01 trillion in assets under management.

Divorce financial planning Business ownership considerations Business exit / sale strategy Retirement income strategy Planning for children with special needs Founder/Business Owner Intergenerational Families Divorced
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Alaina N

CFP®, Series 66

Asheville, NC

Edward Jones

Alaina Nelson is a CFP® and holds a Series 66 designation, currently serving as a financial advisor at Edward Jones in Asheville, NC. She has nine years of industry experience, all of which have been with Edward Jones since 2017, aside from a one-year period of unemployment prior to that. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive LGBTQIA
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Stephan I

CFP®, Series 66

Asheville, NC

Edward Jones

Stephan Ihde is a CFP®-designated financial advisor with Edward Jones in Asheville, NC, holding 12 years of industry experience. He has been with Edward Jones since 2013. Outside of finance, he operates a sole proprietorship selling landscape and nature photography prints online. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Divorce financial planning ESG / Sustainable investing Founder/Business Owner
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Katherine B

Series 66

Asheville, NC

Edward Jones

Katherine Bradley is a financial advisor with Edward Jones in Asheville, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, she worked in real estate and hospitality from 2012 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Leslie A

CFP®, Series 66

Asheville, NC

Edward Jones

Leslie Apple is a CFP®-designated financial advisor with Edward Jones in Asheville, NC, and has nine years of industry experience. She has been with Edward Jones since 2017 and is also involved with Off-Trail On Purpose College Advisors, a role she has held since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory strategies and affiliated investment options. The firm operates under a fiduciary standard and maintains a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business ownership considerations General estate planning guidance Founder/Business Owner Executive
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