Eden, NC W Meadow Road Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,095 advisors across 14,148 offices

Location

116 W Meadow Road Suite B

Eden NC 27288

Advisors at this office

3

Advisors at this office

Lauren F

Series 66

Eden, NC

Edward Jones

Lauren Fields is a financial advisor with Edward Jones in Eden, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2022, she worked for Rockingham County Schools from 2019 to 2022 and at UNC - Charlotte from 2015 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

General retirement planning Founder/Business Owner Executive Doctor or Medical Professional Educators, Teachers, and Academics

Kathy H

Series 63, Series 66

Eden, NC

Edward Jones

Kathy Hale is a financial advisor with Edward Jones in Eden, NC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

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

Samuel P

Series 66

Eden, NC

Edward Jones

Samuel Phillips is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to his current role, he was involved in education as a Junior Varsity basketball coach at Rockingham County Schools and held management roles in local real estate and construction businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including managed solutions and separately managed accounts. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")