As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. Every strategy we offer and every solution we recommend is based on what's most important to you. Once we understand your priorities, we can help you identify specific financial goals and develop strategies to help you work toward achieving them.
Whether you need to save for a child's or grandchild's education, reduce taxes, plan for retirement or protect the financial future of the ones you care about most, I can help. Our branch team welcomes the opportunity to work with your CPA, attorney and other professionals to create a tailored strategy specific to your needs. Our team is not alone; we have the support of thousands of people, technology and research, so we can help you reach your long-term financial goals.
After obtaining my Master of Business Administration from ECU in 2012, I made the career transition to Edward Jones in 2013 where I serve Clayton and the surrounding communities. As a financial advisor, I have securities licenses – Series 7 and Series 66 – as well as life insurance and long-term care licenses.
Having lived my whole life in Johnston County, I understand the value of relationships, integrity and family. My husband and I enjoy spending time with our families here at home and at Atlantic Beach. My proudest and most recent accomplishment is being Mommy to my daughter born in April 2020. When I'm not being a mother, wife or daughter, I volunteer with the Kiwanis Club of Angier where we serve children in Harnett County. Also, I've spent the last several years serving on the board at the Triangle East Chamber of Commerce as the chair the Women's Business Network and the Membership committees.
I love my job – every day, I get to help people meet their long-term goals. I would like to help you. Please call our office to schedule time for us to review your situation and options.
Focus areas
- Business Retirement Plans
- Estate & Legacy Strategies
- Insurance & Annuities
- Retirement Savings Strategies
- Retirement Income Strategies
Focus Areas
- Business Retirement Plans
- Estate & Legacy Strategies
- Insurance & Annuities
- Retirement Savings Strategies
- Retirement Income Strategies
My Personal Interests
- Astronomy
- History and Museums
- Photography
- Spending Time with Family
- Traveling
Personal Interests
- Astronomy
- History and Museums
- Photography
- Spending Time with Family
- Traveling
Office Information
Phone Number
Katherine Johnson at (919) 553-7431Branch Team
- Tracey Taylor
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 04:30PM |
Monday | 09:00AM - 04:30PM |
Tue | 09:00AM - 04:30PM |
Tuesday | 09:00AM - 04:30PM |
Wed | 09:00AM - 04:30PM |
Wednesday | 09:00AM - 04:30PM |
Thu | 09:00AM - 04:30AM |
Thursday | 09:00AM - 04:30AM |
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 - 04:30PM |
Monday | 09:00AM - 04:30PM |
Tue | 09:00AM - 04:30PM |
Tuesday | 09:00AM - 04:30PM |
Wed | 09:00AM - 04:30PM |
Wednesday | 09:00AM - 04:30PM |
Thu | 09:00AM - 04:30AM |
Thursday | 09:00AM - 04:30AM |
Fri | 09:00AM - 04:00PM |
Friday | 09:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Connect on Social
Branch Team
- Tracey Taylor
- Sr. Branch Office Administrator
Branch Team
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