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Randall T

Series 66

Southport, NC

Edward Jones

Randall Trimm is a Series 66-licensed financial advisor with seven years of industry experience, currently with Edward Jones since 2019. Prior to joining Edward Jones, he worked at Great River Federal Credit Union from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large 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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Adam P

Series 63, Series 66

Southport, NC

Edward Jones

Adam Powell is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2004. Outside of his advisory role, he owns a rental house adjacent to his primary residence in Southport, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices nationwide.

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