Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
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.
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.
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters