Reidsville, NC Front Street Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

4

Of 24,118 advisors across 14,155 offices

Location

1404 Front Street

Reidsville NC 27320

Advisors at this office

4

Advisors at this office

Daniel S

CFP®, Series 66

Reidsville, NC

Edward Jones

Daniel Southard is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is a board member of Pennrose Park Country Club in Reidsville, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.

Charitable giving & philanthropy Retirement income strategy Wealth management Business ownership considerations Business succession planning Founder/Business Owner

Geoffrey H

CFP®, Series 66

Reidsville, NC

Edward Jones

Geoffrey Haigler is a CFP® and holds a Series 66 license with six years of industry experience. He currently works at Edward Jones, where he has been employed since 2017, and previously worked at PwC from 2017 to 2019. Haigler serves as a board member of the Reidsville Downtown Corporation, contributing ideas to promote the downtown area of Reidsville, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs with approximately $1.01 trillion in assets under management, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive

Trevor H

CFP®, Series 66

Reidsville, NC

Edward Jones

Trevor Haga is a CFP® and holds a Series 66 designation with four years of industry experience. He currently works at Edward Jones and previously worked at BDO USA, LLP, UNC-Chapel Hill's Master of Accounting Graduate Program, Bank of America, N.A., and Merrill. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive

Eric S

Series 66

Reidsville, NC

Edward Jones

Eric Simpson is a financial advisor with Edward Jones in Reidsville, NC, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Founder/Business Owner
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