portrait of Joel M Oliver
FINANCIAL ADVISOR

Joel M Oliver

AAMS™
2425 Kildaire Farm Rd, Suite 100, Cary, NC 27518opens in a new window
Client by Referral
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Values and Faith Based Investing
  • Special Needs Financial Considerations
  • Teachers and Professors
  • Retirement Income Strategies
  • Business Retirement Plans
  • Portfolio Reviews

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Swimming
  • Antiquing
  • Volunteering
  • Home Improvement
  • Pickleball

Team Members

  • Thania Perdomo
    Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(919) 342-5924

Fax

(833) 748-9908

Office Address

2425 Kildaire Farm Rd
Suite 100
Cary, NC 27518opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More