Morganton, NC E Union St Office

Martin Sohovich is a financial advisor with Edward Jones in Morganton, NC, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Rachel Gilley is a financial advisor with Edward Jones in Morganton, NC, holding a Series 66 designation and two years of industry experience. She previously worked at Bank of America for nine years before joining Edward Jones. Gilley serves as the finance chair and a board member of Thrive (formerly Caldwell Senior Center) in Lenoir, NC, where she helps organize events, manage sponsorships, and oversee financial operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets under management and offers a range of advisory programs and investment strategies under a fiduciary standard.

Scott Brooks is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Prudential Insurance, LoyaltyEdge LLC, and American Express. Outside of his advisory work, he is a co-owner of rental properties in Morganton, NC. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm manages over $1 trillion in assets and offers a variety of investment strategies and affiliated services through a large network of advisors and branch offices.

Tyler Barnhardt is a Series 66-licensed financial advisor with Edward Jones, based in Morganton, NC, and has seven years of industry experience. Prior to rejoining Edward Jones in 2019, he worked briefly at Quest Capital Strategies, Inc., and has been involved with BH Media Group since 2013. Outside of his advisory work, Barnhardt serves as president of both the Rotary Club of Morganton and the Mountain View Bobcats Athletics booster club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment 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 maintains a large network of financial advisors and branch offices across the United States.