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Danny B

CFP®, Series 63

Raleigh, NC

Edward Jones

Danny Bostic Jr. is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with Edward Jones, joining the firm in 2023. His prior roles include positions at SeCU Life Insurance Company, Members Trust Company, Credit Union Investment Services, SeCU Brokerage Services, and State Employees' Credit Union. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

CFP®, Series 66

Raleigh, NC

Edward Jones

Darryl Banks is a financial advisor with Edward Jones in Raleigh, NC, holding CFP® and Series 66 designations and having 10 years of industry experience. He has worked at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm is notable for its extensive advisor and branch network and its integrated capabilities, including trust services and securities-based lending.

Liquidity event planning Retirement income strategy Wealth management Business ownership considerations General estate planning guidance Founder/Business Owner Executive
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Kristina P

Series 66, Series 65

Raleigh, NC

Edward Jones

Kristina Paget is a financial advisor at Edward Jones in Raleigh, NC, holding Series 66 and Series 65 licenses with one year of industry experience. Her prior work includes roles at Wells Fargo Bank, Buckley Wealth Management, and McClarren Financial Advisors. She has also been involved with the Tri Area Ministry Food Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

Raleigh, NC

Edward Jones

Lucas Gooding is a financial advisor at Edward Jones with the Series 66 designation. He has one year of industry experience and has held prior roles at Court One and NC State University. Gooding serves in the North Carolina Army National Guard. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a network of over 23,700 financial advisors nationwide.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Military & Veterans Founder/Business Owner
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Rudy S

Series 66

Raleigh, NC

Edward Jones

Rudy Stulc Jr. is a financial advisor at Edward Jones with Series 66 registration and three years of industry experience. Prior to joining Edward Jones, he worked for the Wake County Public School System and Dawson County High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 financial advisors across 15,000 branch offices.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Retirement withdrawal strategies Business ownership considerations Founder/Business Owner
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Caroline G

CFP®, Series 66

Raleigh, NC

Edward Jones

Caroline Gooding is a CFP® and holds a Series 66 license with four years of industry experience. She has worked at Edward Jones since 2022 and previously held positions at BDO and AR Workshop locations in Cary and Raleigh. 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 discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Retirement income strategy Multi-generational wealth transfer Founder/Business Owner
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