As an Edward Jones financial advisor, I believe it’s important to invest time to understand what you’re working toward before you invest your money. Once I understand your priorities, I can help you identify specific financial goals and develop strategies to help you work toward achieving them.
My entire professional career has been with Edward Jones, beginning in April 2006. I have built a unique practice that focuses on assisting individuals with complex needs who are near or entering the distribution phase of their financial lives. My clients consist mostly of business owners and retirees, as well as professional athletes. I regularly work with other professionals on my clients' team, including CPAs and attorneys, to create comprehensive strategies that leverage everyone's expertise.
In addition to earning my degree from Baylor University, I also maintain an AAMS® (Accredited Asset Management Specialist) professional designation. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
I also serve on the board of several charities, including Melvin's Mission Possible Foundation and the Brian Harman Foundation.
When I have free time, I enjoy spending it with my wife and our two children – we are a very active family and especially love outdoor water sports.
I welcome the opportunity for future conversations to see if my practice complements your financial goals and how I can add value to you and your family.
Phone NumberEddie Williamson at (919) 967-0700
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|Tue||08:30AM - 05:00PM|
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