As an Edward Jones financial advisor, I value personal relationships based on a deep understanding of your unique financial needs so that I may develop the most appropriate financial strategy to help you achieve your goals. My clients have complex needs, and I work with them, their estate attorney and their CPA to address each facet of their financial picture, including retirement planning strategies, special needs financial considerations and estate and legacy strategies.
As a Marine Corps veteran, I am passionate about serving our local veteran community. Whether you recently enlisted, are approaching retirement or have been out of the military for years – we are dedicated to serving you and thank you for your service.
I graduated from Penn State University with a master's in international affairs. I speak Arabic fluently and am conversant in Hebrew. I hold my Series 7 (General Securities Representative Exam) and Series 66 (Uniform Combined State Law Exam) registrations.
I serve as the Commander for American Legion Post 539 and on the board of the New Bern Military Alliance. Additionally, I am a member of the Montford Point Marines Association and the Defense Alliance of North Carolina. In my free time, you can find me golfing, reading and cheering on the Cleveland Browns.
My branch office administrator, Jeffrey Laguerre, will frequently be the first voice you hear while calling our office. He brings wisdom and integrity to our process and a sincere interest in your family’s future. His role on our team is to handle all of the administrative matters for our office while making sure your experience as our client is exceptional. In his free time, he enjoys creating artwork, writing poetry and spending time with his family and friends.
Connect with me on LinkedIn and follow me on Facebook.
- Military Professionals & Veterans
- Estate & Legacy Strategies
- Wealth Strategies
- Retirement Savings Strategies
- Divorce Finances
My Personal Interests
- Spending Time with Family
Phone NumberElizabeth Hartman at (252) 637-0423
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