Summerfield, NC Summerfield Rd Office

David Garrison is a financial advisor with Edward Jones in Summerfield, NC. When it comes to investing, what do you value? A strategy designed for your situation? A financial advisor who truly understands you and what you’re trying to achieve, and will partner with you over the long term to help keep you on track? What about disciplined, objective guidance? When we work together, you get all of that in more. I will work with you to create a personalize financial strategy with the advice, tools and resources to help you reach your goals. Your investment strategy should be personalized to you. So before I recommend any strategy, we first work closely together to understand what is most important to you, including my approach to this in three important ways: 1. Your Goals 2. Your comfort with risk. 3. Your choices for how you’d like to work together. David Garrison holds a Series 7 and Series 66 designation and seven years of industry experience. He has previously worked at Wells Fargo Clearing, Mass Mutual Carolinas, Symmetry Financial Group, and Key Resources Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad array of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Kevin Pattman is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Group for ten years. 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 variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.