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Morgan M

Series 63, Series 65

Cary, NC

Edward Jones

Morgan Mc Cullen is a financial advisor at Edward Jones in Cary, NC, holding Series 63 and Series 65 registrations. Mc Cullen has experience managing wealth administration at Fidelity Bank and has worked in various roles within financial services since 2019. Prior to entering the advisory field, Mc Cullen was involved with Cousin Couture from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

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

Series 63, Series 65

Cary, NC

Edward Jones

Timothy Britt is a financial advisor with Edward Jones in Cary, NC, holding Series 63 and Series 65 credentials and 14 years of industry experience. Prior to joining Edward Jones, he worked at Fidelity Bank, KS Bank, INC, and two investment advisory firms. He is also the Chief Wealth Management Officer and Executive Vice President at the Trust Company of NC, the trust department of Fidelity Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and strategies. The firm operates an extensive nationwide network and offers discretionary and non-discretionary investment solutions, alongside affiliated mutual funds and a trust company.

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

CFP®, Series 63, Series 65

Cary, NC

Edward Jones

Lawrence Allen is a financial advisor at Edward Jones in Cary, NC, holding the CFP® designation along with Series 63 and Series 65 licenses. He has eight years of industry experience, including seven years at Fidelity Bank/Capital Investment Group and five years at PNC prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

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

Series 66

Cary, NC

Edward Jones

Jason York is a Series 66-licensed financial advisor at Edward Jones with 11 years of industry experience. Prior to joining Edward Jones in 2026, he worked at several firms including LPL Financial and BB&T. He also serves as a Senior Vice President and Wealth Consultant at the Trust Company of North Carolina, assisting clients with financial planning, investments, and trust and estate planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages over $1 trillion in assets and maintains a large network of advisors and branch offices nationwide.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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