I thoroughly enjoy working at Edward Jones. It provides me a platform where I can add value to families and institutions, and build meaningful relationships along the way.
My educational and professional background includes divinity schoolwork at both WFU and Regent, as well as serving in clergy and teaching capacities. The work in these positions gave me joy to partner with people on their journey. My community involvement involves membership with the Kernersville LIONS Club, the Kernersville Chamber of Commerce and several non-profits. 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™ or AAMS™ designation through the Denver-based College for Financial Planning. This provides me with additional financial acumen to help address my clients' needs.
As far as what you can expect from a conversation, here is a quick synopsis of what my process entails. My process starts with you: our initial meeting involves me listening and asking questions around what you would like to accomplish. Afterwards, we synthesize your information into a personalized strategy and then follow up with a meeting to discuss potential recommendations. Our team can coordinate with your tax advisor and estate attorney when relevant.
I grew up in Winston Salem, and I enjoy serving in the Kernersville market. My wife thoroughly enjoys her work with Wake Forest University, and we have two beautiful girls whom we absolutely love being around. I enjoy reading, exercise, triathlons, golf and most outdoor activities. I would enjoy the opportunity to meet you and to hear more about your goals and interests.
Austin Bailey, AAMS™
Focus areas
- Wealth Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Employee Stock Options
- Retirement Savings Strategies
My Personal Interests
- Reading
- Spending Time with Family
- Traveling
- Golfing
- Personal Fitness
Office Information
Phone Number
Austin Bailey at (336) 904-0631Branch Team
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 06:00PM |
Tue | 08:00AM - 06:00PM |
Wed | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Sat | By Appointment Only |
Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
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Branch Team
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