Pinehurst, NC Olmsted Blvd Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,118 advisors across 14,155 offices

Location

293 Olmsted Blvd Ste 6

Pinehurst NC 28374

Advisors at this office

3

Advisors at this office

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Gregory G

Series 63, Series 66

Pinehurst, NC

Edward Jones

Gregory Grimshaw is a financial advisor with Edward Jones in Pinehurst, NC, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management, supported by a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Troy P

CFP®, Series 66

Pinehurst, NC

Edward Jones

Troy Puchalski is a CFP® professional with nine years of industry experience, currently affiliated with Edward Jones since 2016. Prior to joining Edward Jones, he worked for Washington National Insurance Company for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

General retirement planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Founder/Business Owner Doctor or Medical Professional Approaching retirement

Kevin L

Series 66

Pinehurst, NC

Edward Jones

Kevin Ley is a financial advisor at Edward Jones with Series 66 credentials and three years of industry experience. His background includes 22 years of service in the U.S. Army and a prior role at Surefox North America Inc. Outside of his advisory work, he owns and manages a rental property in Niceville, Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner Executive Military & Veterans Government Employee
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