As your Edward Jones branch team, we believe it's important to invest our time to understand what you're 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 so you have more options when you retire, regardless of what you decide to do.
In 1995, I joined Edward Jones as a financial advisor. I earned an undergraduate degree in business administration from Wesleyan College in Rocky Mount, NC, and received my M.B.A. from East Carolina University in Greenville, NC. In addition, I received my Accredited Asset Management Specialist™ designation in 2000 and Certified Financial Planner™ designation in 2007.
The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board's requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board's Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
My wife, Amanda, and I have four children and a grandchild.
My branch team is composed of two senior branch office administrators, Alicia Dixon and Ashley Gohn. They have a combined experience of thirteen years and are dedicated to providing you with the highest level of personal service.
All aspects of our business are aligned to help us better understand and meet our client's unique goals and needs.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
My Personal Interests
Office Address117 Middle Street
New Bern, NC 28560 opens in a new window
Phone NumberKevin D Page at (252) 637-5087
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