I grew up in Winston Salem, and I am currently enjoying building our family here as well. My wife thoroughly enjoys her work with Wake Forest University, and we have two beautiful girls who we absolutely love being around. We enjoy traveling as a family, particularly to most places with sand!
My educational and professional background includes divinity schoolwork at both WFU and Regent, as well as serving in clergy and educational capacities. The work in these arenas gave me joy to partner with people on their journey. My community involvement ranges from volunteering with foundations for grant review, to chamber engagements and occasional lectures. Professionally, I am also a member of the Winston Salem Estate Planning Council and the Financial Service Professional group of the triad.
I have also earned the Accredited Asset Management Specialist (AAMS®) designation through the Denver-based College for Financial Planning. This provides me with additional financial acumen to address client's needs.
At Edward Jones, our process starts with you. I actively listen to what you want to accomplish and build strategies to recommend to achieve your desired outcome. Our process includes gathering information related to your cash flow and net worth, in order to understand your complete financial narrative. We use nuanced planning tools that account for varying assumptions related to markets, returns and risk preferences in order to partner with you. Your goal remains central through the process, and we adjust strategies as you need.
We also add value by collaborating with your tax professional and estate attorney. Our firm has a team of analysts that partner with us to help keep you informed and confident about the recommended strategy. Our process seeks to deliver top-scale service from first appointment to on-going communication. Call our office at your convenience for an initial discussion.
- Wealth Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Employee Stock Options
- Retirement Savings Strategies
My Personal Interests
- Spending Time with Family
- Personal Fitness
Mailing AddressP O Box 207
Pfafftown, NC 27040
Phone NumberAustin Bailey at (336) 924-8930
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