Stanley Holt is a financial advisor with Edward Jones in High Point, NC, holding Series 63 and Series 66 credentials and with 23 years of industry experience. He has been with Edward Jones since 2003. In addition to his advisory role, he consults orthodontists on the valuation of their practices and on partner buy-in and buy-out arrangements. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated capabilities, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Ursula Strong is a CFP®-certified financial advisor with 26 years of industry experience. She currently works at Edward Jones and previously spent nine years at The Vanguard Group Inc. 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 through a nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Paul Lessard is a financial advisor with Edward Jones in High Point, NC, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. 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 with a large nationwide network of advisors and branch offices.

Valerie Collier is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. 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 wrap fee programs and separately managed accounts, and manages approximately $1.01 trillion in assets under management.