Concord, NC Pit Stop Ct NW Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,118 advisors across 14,155 offices

Location

8410 Pit Stop Ct NW Suite 110

Concord NC 28027

Advisors at this office

2

Advisors at this office

Joel M

Series 66

Concord, NC

Edward Jones

Joel Matthews is a financial advisor at Edward Jones in Concord, NC, holding a Series 66 designation and with six years of industry experience. Prior to joining Edward Jones in 2022, he worked at Bank of America NA/Merrill Lynch from 2019 to 2022 and held positions at Bank of America, Dick's Sporting Goods, and the Kansas City Royals. 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 under management, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Equity Recipients (RS/RSU, SOP, ESPP) Wealth management Retirement income strategy Professional Athlete
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Hseng H

CFP®, Series 63, Series 66

Concord, NC

Edward Jones

Hseng Hsiang is a CFP® professional with 22 years of industry experience currently serving at Edward Jones since 2022. Prior to this, Hsiang worked at TIAA CREF Individual & Institutional Services LLC for eight years. 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 under management and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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