I have been investing with Edward Jones for over 15 years. I graduated from NC State and began working in my family's wholesale greenhouse business and partnering with Edward Jones for retirement. The business I grew up in 'was' growing, as my family has serviced the greater WNC area with plants for over 50 years. I've always enjoyed working with my family, but always felt there was something else that I would eventually do with my career.
That next step came when the local financial advisor I worked with at Edward Jones presented me with the opportunity to join the firm in 2018. I made a decision to become part of the Edward Jones family as a financial advisor, and absolutely love what I get to do every day. My office sits very close to the same place that my grandfather actually started the business I grew up in after coming to the U.S. from Norway over 75 years ago. Although I'm not in the same industry that I grew up in, I still consider myself a grower. We don't grow plants at my office, but we do help you grow to reach your goals and dreams.
As an Edward Jones financial advisor, I feel it is most important to have a solid plan in place. To establish that plan, I get to know you and your story to fully understand first where you are today and where you want to be. Once we fully understand those two things, we have an established process to partner with you and help keep you on track to meet your goals.
My wife, Kylie, and I, both born and raised in Cleveland County, live in the Polkville area. We have three children – Ryland is our oldest son and Kinley and Evans are our boy/girl twins. The three of them always keep things very interesting at our house. We love to travel, play sports, fish, try new things and enjoy spending time with our friends and family.
I welcome the opportunity to learn about you, your family and your goals. It all starts with a conversation and I look forward to speaking with you.
Focus areas
- Portfolio Reviews
- Business Retirement Plans
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Insurance & Annuities
Focus Areas
- Portfolio Reviews
- Business Retirement Plans
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Pickleball
- Traveling
- Movies & Entertainment
- Hunting
Personal Interests
- Spending Time with Family
- Pickleball
- Traveling
- Movies & Entertainment
- Hunting
Office Information
Office Address
201 N Morgan StShelby, NC 28150 opens in a new window
Phone Number
Adam K Larsen at (704) 470-4384Branch Team
- Shirley Alexander
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | By Appointment Only |
Sunday | By Appointment Only |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | By Appointment Only |
Sunday | By Appointment Only |
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Branch Team
- Shirley Alexander
- Branch Office Administrator
Branch Team
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