Top financial advisors in Greenville, NC
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Greenville, NC if you're navigating life changes like a new job, home purchase, or planning for retirement in a growing community. A common mistake is overlooking how local tax rules and economic trends affect your financial plan.
- Local tax insight. Confirm how they incorporate North Carolina's flat income tax into your strategy.
- Growth area knowledge. Ask how they adjust plans for Greenville's rapid population and economic changes.
- Experience with life transitions. Look for advisors who guide you through job changes, home buying, or retirement with practical steps.
- Fee structure clarity. Understand whether their fees are flat or based on assets, and how that impacts your costs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Alexander W
Series 66
Greenville, NC
Wells Fargo Advisors
Alexander Wordsworth's two decades of experience and Series 66 license equip him to address complex financial needs in Greenville, NC, including business exit strategies and planning for children with special needs. Affiliated with Wells Fargo Advisors, a large firm serving high-net-worth clients, he leverages proprietary tools and broad planning services, distinguishing him from advisors focused on smaller client bases or narrower specialties.
Experience: 20 years
Avg account: $514,335
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Jonathan P
CFP®, Series 63
Greenville, NC
Edward Jones
Jonathan Powers offers extensive expertise in retirement planning and wealth management, supported by 31 years of experience and CFP® certification, making him well-equipped to address Greenville's evolving financial landscape. His affiliation with Edward Jones, a large firm with a broad client base and diverse advisory programs, provides access to comprehensive resources, while his fee structure includes an asset-based program fee up to 1.35% annually.
Experience: 31 years
Avg account: $246,728
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Stephen B
Series 63, Series 65
Greenville, NC
Mass Mutual Investors Services
Stephen Brody's 36 years of experience and Series 63 and 65 licenses equip him to navigate Greenville's financial landscape, including local tax and economic trends. Affiliated with Mass Mutual Investors Services, a large firm offering comprehensive planning and asset management, he also brings unique insights as a founder of a financial literacy organization and adjunct faculty, distinguishing him from other advisors.
Experience: 36 years
Avg account: $249,379
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Christopher J
CFP®, Series 66
Greenville, NC
Cetera
Christopher Jenkins offers expertise in wealth management and retirement plans tailored for business owners, making him well-suited for clients in Greenville navigating life transitions like retirement or business growth. His 17 years of experience, CFP® certification, and affiliation with Cetera—a large firm providing diverse portfolio management options—distinguish him with a flat-fee structure and strong local nonprofit involvement.
Experience: 17 years
Avg account: $306,089
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Jerry C
Series 66
Greenville, NC
LPL Financial
Jerry Carson's 26 years of experience and Series 66 designation equip him to address Greenville's financial needs, including retirement plans for business owners and tax-loss harvesting. Operating within LPL Financial, a large firm offering diverse advisory services and flat-fee financial planning, he stands out for combining seasoned expertise with flexible fee structures suited for various client types.
Experience: 26 years
Avg account: $399,489
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