As a financial advisor with Edward Jones, what matters most to me is understanding who and what is most important to you! I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the necessary steps to reach your goals, whether you're planning for retirement, saving for college for children or grandchildren, or trying to protect the financial future of the ones you care for the most. Working together, we can develop a complete, tailored strategy to help you achieve your financial goals.
Heather Arrant, my branch office administrator, and I deliver highly personalized care to the clients we serve. But we're not alone. Thousands of people and advanced technology support our office to ensure you receive the most current and comprehensive guidance. We also welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise.
I have been in financial services for over 29 years. I became a financial advisor to help people reach their goals through implementing wealth accumulation, wealth protection and wealth transfer strategies. In addition to running my practice, I have served as a regional academy leader helping to train other Edward Jones financial advisors. I hold registrations in General Securities Representatives (Series 7) and Uniform Combined State Law Examination (Series 66), as well as life and health insurance licenses.
My wife, Terri, and I are North Carolina natives, having lived full time in Wilmington since 2001. Our son, Brad, is attending college. In our free time, we love to travel and enjoy snorkeling and skiing. I have a lifelong passion for music. I am involved in my church where I play guitar, sing and lead praise and worship.
My Personal Interests
- Fine Dining
Phone NumberBrent M Naylor at (910) 256-3220
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