Durham, NC N Gregson Street Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,118 advisors across 14,150 offices

Location

1530 N Gregson Street, Suite 3 A

Durham NC 27701

Advisors at this office

2

Advisors at this office

Tamra E

Series 66

Durham, NC

Edward Jones

Tamra Ellis is a financial advisor with Edward Jones in Durham, NC, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Divorce financial planning General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive

Brett W

Series 66

Durham, NC

Edward Jones

Brett Walters is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked in healthcare settings including Duke University Health System and Village Physical Therapy. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Charitable giving & philanthropy Business ownership considerations Business succession planning Retirement income strategy Doctor or Medical Professional Founder/Business Owner
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