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Kelsey S

ChFC®, Series 66

Statesville, NC

Edward Jones

Kelsey Sowers is a financial advisor at Edward Jones in Statesville, NC, holding the ChFC® and Series 66 designations with seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Accutrak Inventory and Prestige Planners. Outside of her advisory role, she manages a rental property in Taylorsville, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers various advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Elizabeth D

Series 66

Statesville, NC

Edward Jones

Elizabeth Dailey is a financial advisor at Edward Jones in Statesville, NC, with seven years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC and Wells Fargo Clearing. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including pension plans, corporate entities, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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

CFP®, Series 63, Series 66

Statesville, NC

Edward Jones

Brian Sohovich is a financial advisor at Edward Jones with 25 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Since 2000, he has been with Edward Jones in Statesville, NC. Outside of his advisory role, he serves as Vice President of Special Events for a Chamber of Commerce venture and is a board member of the Statesville Racquet Club, involved in facility management and programming decisions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branches.

Retirement income strategy Charitable giving & philanthropy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner
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