As an Edward Jones financial advisor, I believe it’s important to understand what is important to you and the goals you are working toward before you invest your money. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.
In 2013, I began my Edward Jones career as a financial advisor in Forest City. Today, we serve the community from our convenient location in Brookwood Plaza.
My spouse, Hannah, and I have two children, Joshua and Elijah. Hannah and I are originally from Kinston, NC, but have been in western North Carolina for 16 years. We moved to Forest City, from Boiling Springs, NC, in early 2016.
A 2005 graduate of Gardner-Webb University, I hold an MBA and Master of Divinity. In addition, I hold a General Securities Representative registration (Series 7), and State Registered Agent (Series 66).
I am an active member of the community, serving on the Rutherford County Chamber of Commerce, member of Kiwanis, and board member for the Christian Service Organization of Gardner-Webb University. I am also involved with Community Bible Study International. My family and I are also very active in international missions. We have been serving in Southern Africa for over 20 years. Our ministry there is now focused in the Kingdom of Eswatini.
My branch office administrator, Jessica Cooper, has 15 years of customer service experience. Jessica is a devoted wife and mother. She is a native of Rutherford county and enjoys learning new things and getting to know people. She holds an Associate's degree in business administration and is dedicated to providing you with the highest level of service possible.
At Edward Jones, we’re focused on you. Relationships are key, and in our view, meeting face to face builds strong relationships. We genuinely thank you for your time and are looking forward to working with you toward achieving your financial goals.
My Personal Interests
Office Address247 Oak St Ext Suite 105
Forest City, NC 28043
Phone NumberGreg Poe at (828) 287-5878
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 04:00PM|
|Sat||By Appointment Only|
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