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Justin C

ChFC®, Series 66

Cary, NC

Edward Jones

Justin Clayton is a financial advisor with Edward Jones in Cary, NC, holding a Series 66 designation and three years of industry experience. Before joining Edward Jones, he worked at Ferguson Enterprises for 17 years and operated his own insurance agency. He is a founder of the Exit Planning Institute's Raleigh/Durham Chapter and co-founded a regional business referral networking group. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and supports its clients through a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy Multi-generational wealth transfer Founder/Business Owner
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David B

CFP®, Series 63, Series 66

Cary, NC

Edward Jones

David Beeler is a financial advisor at Edward Jones in Cary, NC, holding the CFP® designation with 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves as president of a franchised sandwich business, Jimmy John's Gourmet Sandwich Shop, overseeing three locations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

Retirement income strategy Business exit / sale strategy Business ownership considerations General estate planning guidance Planning for children with special needs Retired Founder/Business Owner Executive
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