As an Edward Jones financial advisor, I spend one-on-one time getting to know my clients and finding out what is important to them. I believe it’s important to invest my time to understand what you’re working toward before you invest your money.
I use an established process to help build personalized strategies to achieve my clients' personal and financial goals. We will continue to partner together throughout your life to monitor your progress to help make sure you stay on track or determine if any adjustments need to be made.
No matter where you are in your life, making financial decisions are never easy. It is my goal to be your first source for financial services, while ensuring you have the ideal client experience.
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
My Personal Interests
- Spending Time with Family
- Wine Collecting/Enthusiast
Phone NumberCissy McPhail at (910) 485-3635
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||08:30AM - 04:30PM|
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