As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you are working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so that you have more options when you retire, regardless of what you decide to do.
In 2001, I began my Edward Jones career as a financial advisor in Rock Hill. I became a limited partner with Edward Jones in January 2015.
I attended the University of South Carolina and graduated with a B.S. degree in 1991. I earned the AAMS™ designation from the College for Financial Planning.
I am originally from the Washington, DC area and have lived in Rock Hill with my wife, Crystal, since 1992. We have two daughters, Cassie and Hailey.
I am the former president of Rock Hill's chapter of Business Network International (BNI) and I am the former president of the Bearcat Backers which is Rock Hill High School's athletic booster club. My hobbies include sporting clays and making homemade wine.
Focus areas
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Charitable Giving
- Estate & Legacy Strategies
- Intergenerational Planning
Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Charitable Giving
- Estate & Legacy Strategies
- Intergenerational Planning
My Personal Interests
- Wine Collecting/Enthusiast
- Traveling
- Gardening
- Hiking
Personal Interests
- Wine Collecting/Enthusiast
- Traveling
- Gardening
- Hiking
Office Information
Phone Number
Jim Paolone at (803) 980-5550Branch Team
- Allison Manning
- Sr. Branch Office Administrator
- Tiffany DeStefano
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Monday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Fri | 09:00AM - 03:00PM |
Friday | 09:00AM - 03:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Monday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Fri | 09:00AM - 03:00PM |
Friday | 09:00AM - 03:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- Allison Manning
- Sr. Branch Office Administrator
- Tiffany DeStefano
- Branch Office Administrator
Branch Team
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