Stanley, NC S Nc 16 Business Hwy 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

1172 S Nc 16 Business Hwy

Stanley NC 28164

Advisors at this office

4

Advisors at this office

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Jay F

Series 63, Series 66

Stanley, NC

Edward Jones

Jay Fitz is a financial advisor at Edward Jones with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group for 10 years, Waters Doctors for one year, and Lu La Rose for four years. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

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

Glenn S

Series 66

Stanley, NC

Edward Jones

Glenn Slezak is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked at several firms, including ResiCentral, Homepoint Financial, Oxford Solutions, and Allen & Newman, PLLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Andrew H

CFP®, Series 63, Series 66

Stanley, NC

Edward Jones

Andrew Howard is a CFP® professional with 15 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he also owns and manages a rental property in Stanley, NC. 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, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 financial advisors.

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

Series 63, Series 65

Stanley, NC

Edward Jones

Stacie Wolfe is a financial advisor at Edward Jones with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. She is based in Stanley, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

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