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Larry R

Series 66

Kernersville, NC

Edward Jones

Larry Redfearn is a financial advisor at Edward Jones in Kernersville, NC, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as the Finance Committee Chair for Bunker Hill United Methodist Church in Kernersville. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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Jordan D

Series 66

Kernersville, NC

Edward Jones

Jordan Davis is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. His background includes roles at National General Insurance Company, Allstate Insurance Co, and Affordable Insurance Solution. Davis has been with Edward Jones since 2022. 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 across a broad network of financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Passive / index investing Founder/Business Owner
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Bill W

Series 65, Series 63

Kernersville, NC

Edward Jones

Bill Wysor is a financial advisor with Edward Jones in Kernersville, NC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He worked at Wells Fargo Clearing for five years before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Wealth management Founder/Business Owner Religious/faith focused
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Daniel B

Series 66

Kernersville, NC

Edward Jones

Daniel Branon is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Outside of his advisory role, Branon coaches boys' varsity basketball at both Caldwell Academy and North Carolina Leadership Academy. 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 and investment strategies, operating under a fiduciary standard and supporting a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business exit / sale strategy Business ownership considerations General estate planning guidance Founder/Business Owner
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Elisabeth S

Series 66, Series 65

Kernersville, NC

Edward Jones

Elisabeth Sanders is a financial advisor at Edward Jones with 12 years of industry experience. She holds Series 66 and Series 65 credentials and has worked at several firms, including Cetera, HMC Partners, LLC, Summit Financial Group, LPL Financial, and Morgan Stanley. Outside of her advisory work, she serves as a precinct official for the Davidson County Board of Elections in Wallburg, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated services under a fiduciary standard. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

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