Growing up as a preacher's kid, we moved quite a bit due to the nature of my father's job. However, I've been blessed to call the Greenville area home for over 15 years. I came to Greenville to attend East Carolina University and was member of the men's basketball team. I enjoyed being a part of the Pirate Nation so much, that my wife, Natalie, and I decided to make our home here. Natalie and I have two beautiful girls, Emma Kate and Laura. We are members of Opendoor Church. We enjoy going to the beach, attending various ECU athletic events and spending time with our extended family.
Aside from my family, the next most important thing in my life are my clients. Putting your interest first while making sure we know what's most important to you and your family is our top focus. Once we know that, we use an established process to build personalized strategies to help you achieve your goals. We form relationships with our clients, while partnering with them to help make sure they stay on track for the rest of their life.
Our branch serves clients all over the country. We work primarily with early- and pre-retirees on income strategies and estate considerations. I also focus on working with families with a high net worth with the assistance of our Client Consultation Group (CCG). Our CCG is a team of wealth strategists who partner with our branch to deliver an ideal client experience for those with complex needs.
I've been at Edward Jones since October 2017 and opened this branch in November 2019. I currently serve as a trainer for new financial advisors beginning their career at Edward Jones.
My office administrator is Susan Prince. She and her husband, John, live here in Winterville. Susan has over 18 years' experience working in banking.
We would love to learn more about you. Give us a call today and let's see if we're the right fit for you.
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- Charitable Giving
- Divorce Finances
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
- Movies & Entertainment
Office Address701 W Firetower Road
Winterville, NC 28590
Phone NumberJosh Sweeley at (252) 375-8407
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