As a financial advisor with Edward Jones, I am committed to approaching each of my clients' unique financial situations with great deliberation in order to serve them best. I enjoy working with individuals in planning for and transitioning into retirement. As your financial advisor, you will find that I am dedicated to understanding what is most important to you. We will work together using an established process to create a personalized strategy to assist you in achieving your goals. My Branch Office Administrator, Maddy Wray, and I will work closely with you throughout your lifetime to help ensure you are on target to meet your goals.
To better serve my clients, I acquired a bachelor's degree in finance from Virginia Tech in the Pamplin College of Business – a continued nationally top-ranked program in business. I hold registrations for a General Securities Representative (Series 7), Uniform Combined State Law Examination (Series 66) and a life insurance license.
A little about me... I am from Franklin County, VA. I was raised in a hardworking, blue-collar family. Growing up, I quickly learned the importance of being dedicated and reliable, especially to those who count on you. I am thankful for where I came from and who it has allowed me to become. In June 2019, I very happily married my high school sweetheart of 10 years. My wife and I reside in the Roanoke area with our toy poodle, Daisy. We enjoy being outdoors, fishing, kayaking, hiking, playing pick-up basketball and lifting weights together.
I deeply enjoy building relationships with my clients. I am committed to treating my clients with great care and the attention that they deserve as we partner together to reach long-term goals. I invite you to stop by my office or contact me to schedule an initial meeting. I look forward to working together!
Focus areas
- Retirement Savings Strategies
- Retirement Income Strategies
- New Investors
- Socially Conscious Investing
- Portfolio Reviews
- Business Retirement Plans
My Personal Interests
- Camping
- Basketball
- Coaching Sports
- Hiking
- Active Lifestyle
Office Information
Phone Number
Benji Norris at (540) 904-0190- Connie Charlton
- Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Monday | 08:30AM - 05:00PM |
Mon | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 07:00PM |
Tue | 08:30AM - 07:00PM |
Wednesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Thursday | 08:30AM - 07:00PM |
Thu | 08:30AM - 07:00PM |
Friday | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | By Appointment Only |
Sun | By Appointment Only |
Office Hours
Weekday | Availability |
---|---|
Monday | 08:30AM - 05:00PM |
Mon | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 07:00PM |
Tue | 08:30AM - 07:00PM |
Wednesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Thursday | 08:30AM - 07:00PM |
Thu | 08:30AM - 07:00PM |
Friday | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | By Appointment Only |
Sun | By Appointment Only |
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Connect on Social
- Connie Charlton
- Branch Office Administrator
Branch Team
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