As an Edward Jones financial advisor, I focus on what is most important to my clients. Along with my branch office administrator, we work closely with you to assist you in creating and developing your financial goals. Once your goals are in place, I develop strategies and work with you to implement them, then partner with you to help keep you on track to reaching those goals.
I am a graduate of Virginia Tech with a degree in business economics. While at Virginia Tech, I also earned a minor in leadership. I earned my Eagle Scout rank as a teenager, and have always been driven to serve others. Through my role at Edward Jones, I am able to serve my clients and their families, while being able to give back to my community through my volunteer work with the Boy Scouts of America, the Forsyth Humane Society, and the Winston-Salem Chamber of Commerce.
I am striving to grow my business here in Winston-Salem by working with serious, long-term investors. At Edward Jones, we are not focused on investment fads or the next hot investment idea, but instead we focus on your goals and implementing trusted strategies based on your appetite for risk and your timeframe to achieve your goals. By keeping our focus on you, we work to bring the Edward Jones client experience to professionals of all ages in the Winston-Salem area. We welcome potential clients to meet with us for a no-cost consultation, and if we can add value to your situation, we would be honored to have you as clients.
My wife and I live near my office in Winston-Salem with our son and our dog. We enjoy trips to the park, traveling to see our family and friends and doing home renovation projects.
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Charitable Giving
- Insurance & Annuities
My Personal Interests
- Home Improvement
- Spending Time with Family
- Animal Rescue
Office Address5033 Country Club Rd
Winston Salem, NC 27104
Phone NumberNeil A Allerton at (336) 727-3703
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:00PM|
- Web Conferencing
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