Charlotte, NC Central Ave Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

4

Of 24,095 advisors across 14,148 offices

Location

1800 Central Ave Suite 204

Charlotte NC 28205

Advisors at this office

4

Advisors at this office

Nathan S

Series 66

Charlotte, NC

Edward Jones

Nathan Sessions is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to that, he was employed at Integra Choice and Control and attended the University of North Carolina at Chapel Hill. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner

Mike M

CFP®, Series 66

Charlotte, NC

Edward Jones

Mike Madrid is a CFP® and holds a Series 66 license with eight years of industry experience. He has been with Edward Jones since 2017 and previously served in the United States Military from 2013 to 2017 and briefly worked at Newell Brands in 2017. Based in Charlotte, NC, Madrid provides financial advisory services through Edward Jones. Edward Jones is a full-service wealth management firm with approximately $1.01 trillion in assets under management, serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.

Divorce financial planning Liquidity event planning Business ownership considerations Business exit / sale strategy Equity Recipients (RS/RSU, SOP, ESPP) Founder/Business Owner Executive Divorced Widow/Widower

Dan H

Series 63, Series 66

Charlotte, NC

Edward Jones

Dan Hollins is a financial advisor at Edward Jones with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices, offering a range of advisory and investment solutions under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive

Dewon H

Series 66

Charlotte, NC

Edward Jones

Dewon Hart is a financial advisor at Edward Jones in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Truist Bank, Enterprise Fleet Management, Bank of America, and Capital One Bank. 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 network of financial advisors and branch offices.

Retirement income strategy General estate planning guidance Inheritance planning Retired Founder/Business Owner Executive
View complete list of advisors at this office
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