Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

7 advisors near
27886

Out of 400,000+ nationwide

firm logo

Kevin D

Series 66

Battleboro, NC

Edward Jones

Kevin De Bruhl 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. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar
firm logo

Kelly W

Series 66

Tarboro, NC

Edward Jones

Kelly Watson is a financial advisor at Edward Jones in Tarboro, NC, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2000. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Alison B

CFP®, Series 66

Tarboro, NC

Edward Jones

Alison Blodgett is a CFP® professional with 12 years of experience in the financial industry, currently serving at Edward Jones since 2013. She is a Series 66 license holder based in Tarboro, NC. Alison serves as a board member of the Edgecombe Charitable Foundation, a local philanthropic organization focused on building community assets through permanent endowments and grant-making. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, while providing fiduciary services and tax-efficient overlays.

Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Retirement withdrawal strategies Wealth management Founder/Business Owner
firm logo

Andre B

Series 66

Tarboro, NC

Edward Jones

Andre Barnes Jr. is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Fidelity Investments and has a diverse background including roles in insurance and other industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

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

Jennifer P

ChFC®, Series 66

Tarboro, NC

Edward Jones

Jennifer Purnell is a ChFC® and holds a Series 66 license with Edward Jones, where she has worked since 2007, accumulating 18 years of industry experience. She owns Complete Development International, a training and development business, and serves as a minister teaching Bible study at a local ministry. 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 large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Wealth management Founder/Business Owner LGBTQIA
firm logo

Matthew T

CFP®, Series 66

Tarboro, NC

Edward Jones

Matthew Thompson is a CFP®-designated financial advisor with Edward Jones in Tarboro, NC, and has six years of industry experience. He has worked at Edward Jones since 2017. Outside of advising, he is involved in sports management as a game official for the North Carolina High School Athletic Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

Retirement income strategy Business ownership considerations Business succession planning Wealth management General estate planning guidance Founder/Business Owner
firm logo

Ricky T

Series 63, Series 66

Tarboro, NC

Edward Jones

Ricky Thompson is a financial advisor at Edward Jones with 40 years of industry experience, holding Series 63 and Series 66 credentials. He has been with Edward Jones since 1986. Outside of his advisory role, he serves on the Board of Trustees for Edgecombe Community College in Tarboro, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a broad range of advisory services and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Charitable giving & philanthropy Wealth management Retired 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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)