Morrisville, NC 430 Davis Dr Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,148 offices

Location

430 Davis Dr Suite 155

Morrisville NC 27560-0000

Advisors at this office

2

Advisors at this office

Evan S

Series 63, Series 66

Morrisville, NC

Edward Jones

Evan Springfield Cobb is a financial advisor with Edward Jones in Morrisville, NC, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, the Association of International CPAs, and Durham Public School systems. He serves as finance chair for the nonprofit Webb Squared in Pittsboro, NC, overseeing fund allocation and donation tracking. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a network of approximately 23,701 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Wealth management Military & Veterans Doctor or Medical Professional Professional Athlete Government Employee

Eliot B

Series 63, Series 66

Morrisville, NC

Edward Jones

Eliot Barton is a financial advisor at Edward Jones in Morrisville, NC, holding Series 63 and Series 66 licenses with 15 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charities. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
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