I began my Edward Jones career as a financial advisor in Clayton, NC.
A 1999 and 2006 graduate of East Carolina University, I hold a bachelor's degree and masters degree. I graduated with honors from both programs and received national teaching certification from the National Board for Professional Teaching Standards. I have taught economics, finance and history at the high school and university level.
I am a veteran of over 28 years with the U.S. Army and NC National Guard. My last assignment was Operations Sergeant Major for a National Guard infantry unit. I retired June 1, 2018. I regularly supervised programs for the Army and Guard. Many of the roles were managing the financial health, training objectives and personnel of the programs. While deployed for combat operations, I created and taught financial workshops for the soldiers I led during time between missions.
My experience with soldiers I served with, students I taught and personal experience led to my career with Edward Jones. I enjoy helping others and believe in putting my clients first. I have a passion to understand what is most important to them. I am an advocate of long-term investing and believe in having a sound financial strategy that is easy to understand and follow, as well as personalized to the client. I am dedicated to making every client feel valued. If it is preparing for retirement, living in retirement, paying for education, preparing for the unexpected or estate considerations, we will partner for life to help meet your goals and stay on track.
Outside of Edward Jones, I am a member of the Veterans of Foreign Wars, the American Legion, Masonic Lodge and Holy Cross Church. I volunteer regularly in the community. In my free time, I enjoy spending as much time as possible with my wife, family and friends. I am an avid hunter and enjoy anything outdoors. I also spend much of my time working on home improvement and woodworking projects. At night, I spend many evenings reading.
Focus areas
- Military Professionals & Veterans
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
Focus Areas
- Military Professionals & Veterans
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
- Hunting
- Backpacking
- Golfing
- Scuba Diving
Personal Interests
- Spending Time with Family
- Hunting
- Backpacking
- Golfing
- Scuba Diving
Office Information
Phone Number
Brad Palmer at (919) 879-8974Branch Team
- Toni Ficarrotta
- 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 | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
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 | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Connect on Social
Branch Team
- Toni Ficarrotta
- Branch Office Administrator
Branch Team
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