I have had the privilege of being born and raised in Statesville, NC, where I am currently building my business. Travels abroad and periods of living outside of the continental United States helped me gain perspective and new appreciation for this town that I call home. After graduating from local public schools and NC State University, I served clients as a real estate agent for two years in greater Statesville before launching into my lifelong career with Edward Jones. I represented myself on the purchase of my first home and decided the time was right to make the shift.
Since age 12, when I made my first stock purchase, I knew that I wanted to join many of my family members as a financial advisor with Edward Jones. I made that first investment through my mother who was a financial advisor with Edward Jones for 17 years. I began to see the power of investing as my shares grew, doubled, split and ultimately allowed me to purchase my first car.
In 2019, I joined my mom, aunt, uncle and cousins as a financial advisor with Edward Jones. I draw on their collective knowledge in addition to my own training and experiences to provide fellow community members with financial advice. I also lean on the assistance and business partnership of Cindy Floyd, who works here as my senior branch office administrator. Cindy helps me deliver a high level of service to clients and can answer lots of general questions about your account. Cindy has been living, working and singing in Statesville for 40 years. She also supports the community through her involvement in Hope's Wing.
During our first appointment, I aim to gain an understanding of what's most important to you. When I know you and what drives you, I use an established process that I will tailor specifically to your situation. As a young man in my late twenties embarking on a 40-year career, I look forward to partnering with you throughout our lives to help make sure you stay on track to reach your financial goals.
- Portfolio Reviews
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
My Personal Interests
- Scuba Diving
- Real Estate
Phone NumberJames Shoobridge at (704) 873-1857
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