My career in the financial services industry began in 1986. In 2003, I decided to become a client of Edward Jones and was so impressed with the financial advisor and branch team, as well as the personalization that is unique to Edward Jones, that when presented the opportunity, joined the Edward Jones family as a financial advisor in 2008. My first office was located in Madison, NC and in 2011, relocated to my hometown of Reidsville, NC.
As an Edward Jones financial advisor, I'm passionate about understanding what financial goals are most important to you and developing individualized strategies to help you achieve those goals. Whether you need to plan for retirement, rollover a 401(k), save for a child's college education, reduce taxes or leave a legacy for your heirs, I will work closely with you, your CPA and attorney to help prioritize your needs and define your goals.
Earning the FINRA Series 7 and Series 66 registrations, as well as the North Carolina Life, Health, and Long-Term Care Insurance license and AAMS™ designation from the College for Financial Planning in 2010 has prepared me to analyze clients' individual situations and provide appropriate solutions to their financial needs. I'm also honored to serve in various leadership and training roles within my Edward Jones Region.
As a native of Rockingham County, I'm proud to support my community through the Reidsville Chamber of Commerce, as a member of the Reidsville "Little Garden" Garden Club, Theater Guild of Rockingham County, the Alzheimer's Association and the music ministry in my church.
My husband, Bill, and I are blessed with three children, one grandchild and four grand-dogs.
Our team, composed of myself and branch office administrator, Melissa Efird, who has been with Edward Jones since 2007, strives to provide you with the highest level of service possible.
We would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact Melissa to schedule a time to discuss your specific situation and options. We look forward to meeting you.
Focus areas
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Employee Stock Options
- Retirement Savings Strategies
Focus Areas
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Employee Stock Options
- Retirement Savings Strategies
My Personal Interests
- Traveling
- Music
- Reading
- Art & Theater
- Crafts
Personal Interests
- Traveling
- Music
- Reading
- Art & Theater
- Crafts
Office Information
Phone Number
Kalynn C Roland at (336) 634-1311Branch Team
- Melissa Efird
- Sr. Branch Office Administrator
- Christie Guill
- 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 - 04:00PM |
Friday | 09:00AM - 04:00PM |
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 - 04:00PM |
Friday | 09:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- Melissa Efird
- Sr. Branch Office Administrator
- Christie Guill
- Branch Office Administrator
Branch Team
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