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71 advisors near
27896
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Out of 400,000+ nationwide
Sherlon B
Series 63, Series 65
Rocky Mount, NC
Edward Jones
Sherlon Belk is a financial advisor with Edward Jones in Rocky Mount, NC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory work, he is the owner of Sherlon P Belk Properties LLC, a business involved in home maintenance. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.
Danusia H
Series 66
Wilson, NC
Edward Jones
Danusia Honeycutt is a financial advisor with Edward Jones in Wilson, NC, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, she worked in education with Wilson County Schools and Wilson Preparatory Academy. Outside of advisory work, she performs as a percussionist with the Wilson Community Orchestra. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs with fiduciary oversight, supported by a large national network of financial advisors and branch offices.
Christy W
Series 63, Series 66
Rocky Mount, NC
Edward Jones
Christy Warrick is a financial advisor at Edward Jones in Rocky Mount, NC, holding Series 63 and Series 66 credentials with 15 years of industry experience. She has been with Edward Jones since 1999. 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 and investment strategies, operating under a fiduciary standard and maintaining a large nationwide network of advisors and branch offices.
Danny B
Series 63, Series 65
Selma, NC
LPL Enterprise
Danny Brown is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Valic Financial Advisors. Outside of finance, he is involved in a cow and calf breeding operation through 2B Farms Inc. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists and offers financial planning, consulting, and access to third-party asset managers.
Logan S
Series 66
Wilson, NC
Ameriprise
Logan Savage is a financial advisor at Ameriprise with Series 66 credentials and less than one year of industry experience. Prior to joining Ameriprise, he held roles at Vector Marketing and has experience working in education and community service roles including at Barton College and The Church of Jesus Christ of Latter Day Saints. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.
Russell P
Series 63, Series 65
Rocky Mount, NC
STIFEL
Russell Proctor III is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010. Outside of his advisory work, he serves as a trustee for Nash Community College and is a member of the Executive Committee for the East Carolina Council Boy Scouts of America. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, which use forward-looking market assumptions and probabilistic modeling.
Daryle C
Series 66
Rocky Mount, NC
Edward Jones
Daryle Coppedge is a financial advisor at Edward Jones in Rocky Mount, North Carolina, holding a Series 66 designation with 12 years of industry experience, all with Edward Jones since 2014. Outside of his advisory role, he owns a grounds maintenance business based in Nashville, North Carolina. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.
Larry B
Series 63, Series 65
Wilson, NC
Merrill
Larry Blair is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1990 and joined Merrill Lynch Wealth Management in 1992. Larry focuses on developing strategies and recommendations for high-net-worth individuals, their families, and their businesses to help them meet their short and long-term financial goals. As a qualified Portfolio Manager, he manages personalized or defined strategies on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Larry graduated from the University of South Carolina in 1987 with a B.S. degree in Finance. He served four years in the U.S. Marine Corps and was honorably discharged as a Sergeant. He holds the Personal Investment Advisor (PIA) designation. Larry has served on numerous local boards, including the United Way Agency of Wilson County, Wilson County Marine Corps League, and has held leadership positions such as President of the Volunteer Action Committee, Greenfield School, and past President of Wilson Country Club. He is also a co-founder of the Continuous Blessing Foundation. Larry has been recognized on the Forbes "Best-in-State Wealth Advisors" list for multiple years, including 2022, 2023, 2024, and 2025, and as a member of the Blair White Group on the Forbes "Best-in-State Wealth Management Teams" list in 2024 and 2025. Larry and his wife, Tracy, have two children and reside in Wilson, North Carolina.
Charles H
ChFC®, Series 63, Series 66
Wilson, NC
Edward Jones
Charles Hoffman is a financial advisor with Edward Jones in Wilson, NC, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 16 years of industry experience, including roles at New York Life Insurance Company and Nationwide prior to joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,000 financial advisors nationwide. The firm offers a range of investment strategies and advisory services, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management.
Adam B
Series 66
Rocky Mount, NC
Edward Jones
Adam Bunn is a financial advisor with Edward Jones in Rocky Mount, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked six years at Duke Raleigh Hospital. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Shamik J
Series 66
Wilson, NC
Merrill
Shamik Jarrett is a Financial Advisor with Merrill Lynch Wealth Management, serving the Wilson, North Carolina community. Returning to Wilson in 2026, he focuses on providing financial knowledge and guidance to individuals and families, aiming to empower them to pursue their financial goals with confidence. His practice centers on education, stewardship, and personalized guidance, with expertise in Family Wealth Management Strategies, Legacy Planning, Managing New Wealth, Personal Retirement Planning, and Special Needs Planning Strategies. As a Personal Investment Advisor (PIA), Shamik is committed to helping clients make informed financial decisions tailored to their unique situations. Shamik holds a bachelor's degree from Barton College and a high school diploma from Holly Springs High School. He is involved with Kingdom Built Ministries and Mid-Way Baptist Church. In his personal time, he enjoys playing billiards, listening to music, spending time with his family, watching movies, and practicing yoga.
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Finding advisors...
71 advisors near
27896
within the area shown on the map
Out of 400,000+ nationwide