Angie Moran is a financial advisor at Edward Jones with 12 years at the firm and three years of industry experience. She holds the Series 66 designation and is based in New Bern, NC. Outside of her advisory work, she owns a rental property managed by a third party. Edward Jones is a wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and products, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Ashley Carpenter is a financial advisor at Edward Jones in New Bern, NC, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, Carpenter worked at Eastern Dermatology and has experience in early childhood education at First Presbyterian Preschool. 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 with a nationwide network of financial advisors and branch offices, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Daniel Roberts V is a financial advisor at Edward Jones in New Bern, NC, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Flatlands Jessup Insurance Group and various guide services, as well as work in education at The Epiphany School of Global Studies. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing over $1 trillion in assets, and providing a range of advisory services through a large network of advisors and branch offices.

Daniel Roberts IV is a financial advisor with Edward Jones in New Bern, NC, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Roberts serves on the boards of the New Bern Area Chamber of Commerce, Craven Community Foundation, and the New Bern Military Alliance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, supported by a large network of advisors and branch offices nationwide. The firm offers a range of advisory programs and investment strategies under a fiduciary standard.