In 1997, I joined Edward Jones as a financial advisor, opening my branch in Mocksville, NC. I am a seasoned financial advisor with more than 24 years of experience in helping investors reach their goals. I am happy to say that my business is so much more than just a job – it's a chance for me to fulfill my passion of improving the lives of families and businesses in our community.
I graduated from Salem College with a bachelor's degree in business administration with an emphasis in economics.
My husband, David, and I have two children, Laura Castro and Lisa Hundley, and four grandchildren: Tyler, Julian, Tripp and Anna Mae.
As your Edward Jones branch team, we believe it's important to invest our time in understanding what you are working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings, so you have more options when you retire, regardless of what you decide to do.
My branch office administrator, Carla Prevette, has qualified three times for the Branch Office Administrator Managing Partner's Conference in St. Louis, MO. This is an honor reserved for the top 350 branch office administrators. Carla and my on-call Branch Office Administrators, Kimberly Brown and Jo Salisbury, are dedicated to providing you with the highest level of customer service possible. We work together to serve our clients and help them to achieve their financial goals.
Carla has her bachelor's degree in business administration from Catawba College. Carla and husband, Tim, have three children: Ashlee, Zach and Courtney, and one grandchild, Harper. Carla handles all office administration and strives to give our clients the best in client service.
Wherever you are on your financial journey, it's beneficial to have a guide and an advocate. I'd be honored to be yours.