I started my career with Edward Jones more than 18 years ago. I have valued the many personal relationships that have been created over the years. My branch team's primary goal is treating my clients as we would want to be treated and always striving to better understand my clients values, motivations and unique personal story.
I was born and raised in Eastern North Carolina. I am happily married to my wife, Wendy, and have two daughters, Taylor and Meredith, who are now grown and married. My dog, Zailey, still lives at home with us.
Our office is focused on creating a personalized life strategy that helps clients uncover, document, protect and achieve multiple goals across the arc of their lives.
Focus areas
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Retirement Income Strategies
- Wealth Strategies
- Portfolio Reviews
- College Savings
Focus Areas
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Retirement Income Strategies
- Wealth Strategies
- Portfolio Reviews
- College Savings
Office Information
Phone Number
Ashley Woolard at (252) 792-6266Branch Team
- Kathy Coltrain
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Friday | 08:00AM - 04:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Friday | 08:00AM - 04:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Branch Team
- Kathy Coltrain
- Sr. Branch Office Administrator
Branch Team
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