I started with Edward Jones as a client and was impressed with the environment and value they provided to me and my family. Now, as a licensed Edward Jones financial advisor, I strive to fully understand my clients' financial and life goals, use an established process to build personal strategies to help attain these goals and partner together throughout my clients' lives to help navigate the changing world where we live.
The combined experiences in our Edward Jones branch provides our clients with a unique perspective to help them achieve their goals. I worked 24 years at Xerox Corporation, earned a Bachelor of Science degree in physics engineering from Washington and Lee University and also received a Master of Business Administration from Wake Forest University. Lorene Lozada joined my team in 2017 and has held positions in insurance, banking, education and at several small businesses. Our clients also have a variety of experiences, from students to business owners, from corporate employees to retired veterans.
We pride ourselves on being immersed in the Summerfield community. I became a founding member of the Summerfield Merchant Association where I was president from 2017 through 2019. Our branch is involved in several local community and non-profit events. We provide our clients with an ideal experience through ongoing conversations and meeting when it's convenient.
Lorene and I have both lived in North Carolina for over 25 years and have raised our families here. While focusing on Summerfield, the Triad and North Carolina, our branch supports many clients and families in states across the country. If we can assist you or your family with financial strategies or if you simply want a second opinion on your investments, we're here to help.
- Portfolio Reviews
- Wealth Strategies
- Retirement Income Strategies
- College Savings
- Charitable Giving
Office Address7309 Summerfield Rd Suite A
Summerfield, NC 27358
Phone NumberJeff Bercaw at (336) 644-7425
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
|Sat||By Appointment Only|
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