Before being recruited to Edward Jones, I managed a sales team that specialized in office space planning and design for local businesses and commercial realtors. I loved engaging with our clients, learning of their specific needs and offering strategies and solutions to help them achieve their goals.
At the same time, I was also an Edward Jones client. After a number of years as a client, it occurred to me that my work (my process) in office space design was not altogether different from my experience working with my financial advisor at Edward Jones.
Since establishing our Creedmoor office in 2003, my central focus every single day has been to deliver an outstanding client experience based on three guiding principles -
1) I want to understand what's important to you.
2) I will use our established process to build personalized strategies to help you reach your goals.
3) I will partner together with you through regular reviews to help make sure you stay on track.
On a personal note, it is my great privilege to have been afforded the opportunity to build my career in southern Granville County. I was born and raised in Butner and graduated from South Granville before going on to receive my bachelor's degree from the University of North Carolina at Chapel Hill. My wife, Amy, and our three kids live a short twenty-minute drive from my office, and we have enjoyed being active participants in many local community activities.
I look forward to putting our established process to work for you. Give us a call at 919-528-2627 to start the conversation.
- Retirement Savings Strategies
- Wealth Strategies
- Business Retirement Plans
- College Savings
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
- Movies & Entertainment
- History and Museums
Office Address302 N Main Street
Creedmoor, NC 27522 opens in a new window
Mailing AddressP O Box 806
Creedmoor, NC 27522
Phone NumberChris Ellis at (919) 528-2627
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