South Hill, VA N Mecklenburg Avenue 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

801 N Mecklenburg Avenue

South Hill VA 23970

Advisors at this office

2

Advisors at this office

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Steven B

CFP®, Series 63, Series 66

South Hill, VA

Edward Jones

Steven Bartholomew is a CFP® professional at Edward Jones with 19 years of experience in the financial industry. He has been with Edward Jones since 2006. Outside of his advisory role, he is the owner of Knob Hill Properties LLC, a business involved in rental property management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,700 financial advisors.

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

Harrison B

CFP®, ChFC®, Series 63

South Hill, VA

Edward Jones

Harrison Bowlin is a financial advisor at Edward Jones with 14 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. His prior roles include positions at Royal Alliance Associates, Bowlin Financial, SIGNATOR, and John Hancock SII. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment strategies, including discretionary wrap fee programs and separately managed accounts. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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