During my banking career, two things inspired me to become a financial advisor: 1) Clients who depended on me to introduce them to financial advisors, attorneys and CPAs they could trust and whose advice I could help them understand, and 2) the process of choosing a financial advisor for my own family who stood out because he did not try to sell me a product, but listened and understood my dreams and concerns. I will be that trusted financial advisor for you.
At Edward Jones I have the freedom and support to invest my time understanding what is most important to you, and an established process to create a strategy customized to your situation and goals. I will then partner with you to help you stay on track and address unexpected circumstances.
It all starts with a conversation: about your hopes and dreams for your business or your family, understanding who are the people most important to you, your tolerance for fluctuations in the stock market and how I work with clients. Depending on how much information you bring, we may start building a financial strategy during that first meeting. Whether we meet again is entirely up to you.
I am not alone, of course. Hilda Marrello is my branch office administrator and a key player on your team. Edward Jones' home office has the people and advanced technology to ensure you receive the most current and comprehensive guidance. We welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages each team member's expertise.
If that kind of advice makes sense to you, please reach out to us through this website or by calling the branch. We'd love to hear your story and see if you would like to join our family.
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Entrepreneurs & Business Owners
- Wealth Strategies
My Personal Interests
- Spending Time with Family
Office Address8411 Brier Creek Pkwy Ste 107
Raleigh, NC 27617
Phone NumberAndy Cook at (919) 361-8058
|Mon||09:00AM - 06:00PM|
|Tue||09:00AM - 06:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 08:00PM|
|Fri||09:00AM - 03:00PM|
|Sat||By Appointment Only|
- Web Conferencing
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