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Luke W

Series 66

Wilmington, NC

Edward Jones

Luke Winslow is a financial advisor with Edward Jones in Wilmington, NC, holding a Series 66 designation and three years of industry experience. He previously worked at Wells Fargo Clearing and has experience with Cape Fear Bonded Warehouse Inc. and the University of North Carolina Wilmington. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

College savings (529s, UTMA, etc.) General estate planning guidance Charitable giving & philanthropy Wealth management General retirement planning Retired Founder/Business Owner Executive
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Emily W

Series 66

Wilmington, NC

Edward Jones

Emily Wagoner is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Her prior work includes roles at AIM Advisors and several academic institutions. Outside of finance, she has operated a small retail business, Impeccable Pig Boutique. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions 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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George W

ChFC®, Series 66

Wilmington, NC

Edward Jones

George Winslow is a financial advisor at Edward Jones in Wilmington, NC, holding the ChFC® and Series 66 designations with 16 years of industry experience. He has worked at Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

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