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Matthew S

Series 63, Series 66

Wilmington, NC

Edward Jones

Matthew Stowe is a financial advisor at Edward Jones in Wilmington, NC, holding Series 63 and Series 66 credentials with 12 years of industry experience. His prior roles include positions at First National Bank of PA, Cetera Investment Services, Raymond James Financial Services, and NewBridge Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Amber S

Series 66

Wilmington, NC

Edward Jones

Amber Simmons is a Series 66-licensed financial advisor with Edward Jones in Wilmington, NC, and has two years of industry experience. She previously worked at Northpointe Bank and held various roles in retail and education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, mutual funds, and managed account strategies. The firm manages over $1 trillion in assets and has a large national network of advisors and branch offices.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Wealth management Founder/Business Owner Financial Professional
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