My relationship with the Edward Jones family began when I was 21 years old putting myself through school at night and looking for a job to help me accomplish my goal of a career in the criminal justice field. 37 years later, I am still here, and I am more in love with this firm, my clients and their families than ever. I strive to make a difference in the lives of my clients every day. Whether you are planning for retirement, saving for college for your children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. My husband, Tom, and I have been married for 35 years and live on a farm that has been in his family for 200 years. We have two grown daughters, Shannon (27) and Sarah (23). They both, along with their husbands, live close and we could not be happier about that! When I am not in the office, we enjoy spending time on the Pamlico River in Bath, NC, volunteering in our church and nights by the fire with family and friends.
Two people that make coming into the office everyday joyful and that I am lucky enough to work with are my two branch office administrators, Kendall Bunn and Sarah Leland, who are dedicated to providing you with the highest level of service possible. Kendall and her husband, Adam, have been married for three years and have two fur babies, Jax and Opie. Sarah and her husband are newly married and have just purchased a historical home in the heart of Tarboro. They have a sweet lab named Cotton.
Our team is here to serve you, but we are not alone. Thousands of people and advanced technology support our office so that we can make sure that you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney and accountant to deliver a comprehensive strategy that takes advantage of everyone’s knowledge.
Focus areas
- Retirement Income Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
- Insurance & Annuities
- Wealth Strategies
- College Savings
My Personal Interests
- Gardening
- Reading
- Spending Time with Family
- Volunteering
Office Information
Mailing Address
Po Box 8018Rocky Mount, NC 27804
Phone Number
Cathy G Porter at (252) 443-0011- Kendall Bunn
- Sr. Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Monday | 09:00AM - 05:00PM |
Mon | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Friday | 09:00AM - 04:00PM |
Fri | 09:00AM - 04:00PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Monday | 09:00AM - 05:00PM |
Mon | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Friday | 09:00AM - 04:00PM |
Fri | 09:00AM - 04:00PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
- Web Conferencing
Additional Hours
- Web Conferencing
- Kendall Bunn
- Sr. Branch Office Administrator
Branch Team
More to explore

Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More