Growing up in a military family, I gained an understanding of the personal sacrifices both of my parents made to provide for our family. This is one of the reasons why I feel so strongly the need to help others. I am passionate about educating my clients on their investments and ensuring they feel ownership of their financial strategy. My focus is to create a space where clients feel heard and understood while receiving some actionable items to their strategy. To help condense the complexities of what I do into a sentence, I help my clients organize, build, protect and eventually transfer their wealth.
My career began with Edward Jones in 2005 after working at Raymond James for a little over two years. I hold General Securities Representatives (Series 7) and Uniform Combined State Law Examination (Series 66) registrations, life insurance and long-term care license as well as AAMS®, Accredited Asset Management Specialist™, designation. 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.
Outside of work, I enjoy spending time with my husband, Taylor Bussey, a self-employed carpenter, our daughter, Bristol, who is our IVF miracle, and our rescue Pitbulls, Ivy and Rome. During our weekends, we are usually working on a new home project to create our forever home or walking the greenways throughout the Triangle.
I am committed to providing you with exceptional proactive service while prioritizing what is most important to you. Please call or email my office to schedule a time to meet me and let's determine if we are the right fit to help you meet your financial goals!
- Portfolio Reviews
- Retirement Income Strategies
- Retirement Savings Strategies
- Divorce Finances
- Wealth Strategies
- Estate & Legacy Strategies
My Personal Interests
- Animal Rescue
- Personal Fitness
- Community Outreach
- Health & Nutrition
- Home Improvement
Phone NumberMisty L Bussey at (919) 463-8299
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