Southern Pines, NC SW Broad St Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,118 advisors across 14,155 offices

Location

420 SW Broad St

Southern Pines NC 28387-5806

Advisors at this office

2

Advisors at this office

Mary S

Series 66

Southern Pines, NC

Edward Jones

Mary Spooner Rocca is a financial advisor with Edward Jones in Southern Pines, NC, holding a Series 66 designation and eight years of industry experience. She has worked at Edward Jones since 2018 and previously held a position with the National Association of Home Builders from 2012 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Military & Veterans Women Professionals

Merralee T

Series 66

Southern Pines, NC

Edward Jones

Merralee Thorpe is a financial advisor with Edward Jones in Southern Pines, NC, holding a Series 66 designation and 19 years of industry experience. She has been with Edward Jones since 2007. She serves as a member of a local board of directors outside of her advisory role. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a broad network of advisors and offers a range of discretionary and non-discretionary investment strategies, SMAs, and affiliated mutual funds under a fiduciary standard.

Retirement income strategy Charitable giving tax strategies Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive Women's Finance Women Professionals Religious/faith focused Values-based investing
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