Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

71 advisors near
27231

Out of 400,000+ nationwide

user avatar
firm logo

Anthony S

CFP®, Series 66

Mebane, NC

Edward Jones

Anthony Sconzo is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Mebane, NC. 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 strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, with a nationwide network of more than 23,000 advisors and $1.01 trillion in assets under management.

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

Thomas S

CFP®, Series 63, Series 66

Hillsborough, NC

Edward Jones

Thomas Struckmeyer is a financial advisor with Edward Jones in Hillsborough, NC, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 23 years of industry experience and has been with Edward Jones since 2002. Outside of his advisory role, he is president of Triple Ten LLC, a commercial rental property holding company. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.

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

Mikaela B

Series 66

Hillsborough, NC

Edward Jones

Mikaela Bradshaw is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. She has held positions at Edward Jones, Syneos Health, Stadia Ventures, and Washington University in St. Louis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, 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
firm logo

Brett W

Series 66

Durham, NC

Edward Jones

Brett Walters is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked in healthcare settings including Duke University Health System and Village Physical Therapy. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Charitable giving & philanthropy Business ownership considerations Business succession planning Retirement income strategy Doctor or Medical Professional Founder/Business Owner
user avatar
firm logo

Elridge E

Series 63, Series 65

Durham, NC

Primerica Advisors

Elridge Emery Jr. is a financial advisor with Primerica Advisors in Durham, NC, holding Series 63 and Series 65 designations and possessing 30 years of industry experience. He has been with Primerica Advisors since 1994 and previously worked for the Department of Public Safety from 2012 to 2019. Outside of his advisory role, Emery is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm manages model selection and oversight while delegating trading and execution to third-party providers.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Brian C

Series 65, Series 63

Burlington, NC

Raymond James Financial

Brian Clayton is a financial advisor at Raymond James Financial Services Advisors, Inc. with 27 years of industry experience. He previously spent 15 years at LPL Financial and holds Series 65 and Series 63 designations. Outside of advisory work, he manages a forestry land holding in North Carolina and serves as a relationship manager at Fidelity Bank. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored non-discretionary planning and consulting using risk profiling and modeling tools, supporting clients through its advisory programs and institutional consulting network.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
firm logo

Henry N

CFP®, Series 63, Series 66

Durham, NC

Edward Jones

Henry Newton is a financial advisor at Edward Jones with 27 years of industry experience. He has held roles at Edward Jones since 1998, with a two-year period at Wells Fargo Clearing from 2018 to 2020. Newton holds the CFP® designation as well as Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Inheritance planning Founder/Business Owner
user avatar
firm logo

Matthew L

Series 66

Mebane, NC

Edward Jones

Matthew Lovette is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent eight years at Paychex. Outside of his advisory role, he is an owner of MLB Productions, an entertainment business, and serves on the finance committee for the Denise Marie Flaherty Foundation. 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 and separately managed accounts. The firm manages over $1 trillion in assets and is notable for its large network of advisors and affiliated financial services beyond traditional advisory offerings.

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

Matt R

Series 63, Series 66

Ced, NC

Cambridge Investment Research Advisors

Matt Roberts is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His work history includes roles at Cambridge Investment Research Advisors since 2019, as well as prior positions at Royal Alliance Associates and Signator Investors. In addition to his advisory work, he operates as an independent insurance agent and has experience as an independent sales associate with Isagenix. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
firm logo

Paul B

Series 66

Graham, NC

Edward Jones

Paul Burns is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Outside of his advisory role, Burns coaches girls’ basketball at Alamance Christian School and serves as president of the Pay It Forward Foundation, a nonprofit that provides scholarships for private education. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Divorce financial planning General estate planning guidance Retirement income strategy Early retirement planning Retired Founder/Business Owner Executive
user avatar
firm logo

Johnny C

Series 66

Burlington, NC

Raymond James Financial

Johnny Campbell II is a Series 66-registered financial advisor with Raymond James Financial in Burlington, NC, with six years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Bank, and Edward Jones. Outside of his advisory work, he has been employed as a delivery driver for Amazon Flex and DoorDash. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports both retail and institutional markets, with notable offerings in municipal advisory and SIMPLE IRA consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
Warmer team member

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.

Find your advisor

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")