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Lorann C

Series 66

Walterboro, SC

Edward Jones

Lorann Cook is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2020. Prior to her current role, she worked at Ulta Beauty and was involved with small business ventures in event planning and catering. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates nationally with over 23,000 financial advisors and manages approximately $1.01 trillion in assets.

Retirement plans for business owners (SEP, solo 401k) Wealth management Doctor or Medical Professional Women Professionals
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James William N

CFP®, Series 63, Series 66

Walterboro, SC

Edward Jones

James William Nolte is a CFP® certificant with over 23 years of industry experience, all of which have been with Edward Jones since 2002. He is based in Walterboro, SC. Outside of his advisory work, Nolte is involved in a musical performance group as a co-band leader. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

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