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 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. One-size-fits-all may be fine for some investors, but I believe investments should be tailored to your needs and not generically based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, I can offer investment solutions tailored to all your financial goals.
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 the AAMS™, Accredited Asset Management Specialist™, designation.
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.
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!
Focus areas
- Portfolio Reviews
- Retirement Income Strategies
- Retirement Savings Strategies
- Divorce Finances
- Wealth Strategies
- Estate & Legacy Strategies
Focus Areas
- 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
Personal Interests
- Animal Rescue
- Personal Fitness
- Community Outreach
- Health & Nutrition
- Home Improvement
Office Information
Phone Number
Misty L Bussey at (919) 463-8299Branch Team
- Marion Saunders
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Connect on Social
Branch Team
- Marion Saunders
- Branch Office Administrator
Branch Team
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