Raleigh, NC Standonshire Way 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

8351 Standonshire Way Ste 117

Raleigh NC 27615-2760

Advisors at this office

2

Advisors at this office

Nathan W

Series 66

Raleigh, NC

Edward Jones

Nathan Welsh is a Series 66 licensed financial advisor with Edward Jones in Raleigh, NC. He has 11 years of industry experience, all with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business exit / sale strategy Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Brent W

Series 66

Raleigh, NC

Edward Jones

Brent Walker is a financial advisor at Edward Jones in Raleigh, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at North Star Resource Group in 2024 and was a full-time student from 2010 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices.

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