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Michael M

CFP®, Series 66

Smithfield, NC

Edward Jones

Michael Mullins is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Stericycle and Shred-It. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large 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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Tracy H

Series 66

Smithfield, NC

Edward Jones

Tracy Harrison is a Series 66 licensed financial advisor with Edward Jones, based in Smithfield, North Carolina, and has eight years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she is the owner of a building management business in Clayton, North Carolina. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

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