Cary, NC Evans Rd Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,148 offices

Location

1616 Evans Rd Suite 201

Cary NC 27513

Advisors at this office

2

Advisors at this office

Shawn W

CFP®, Series 66

Cary, NC

Edward Jones

Shawn Wilson is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Cary, NC. He has six years of industry experience, including six years with Greater Kinston Credit Union before joining Edward Jones in 2019. 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 more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General retirement planning Multi-generational wealth transfer Founder/Business Owner Newlywed/Engaged Parents Intergenerational Families

Amy W

Series 66

Cary, NC

Edward Jones

Amy White is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Outside of her advisory role, she is the owner and designer of Dobson & El, LLC, where she creates and sells art at local pop-up markets. She also serves as secretary for the BNI RD23 group in Raleigh, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated services through a nationwide network of financial advisors and branch offices.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance General retirement planning Founder/Business Owner Professional Athlete
View complete list of advisors at this office
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