As a financial advisor, I believe it is important to understand what financial prosperity and financial health mean to you. I work with families and business owners in identifying what you are working toward and understanding the level of risk you're comfortable accepting. Then partnering together, we develop a personalized strategy to help achieve your long-term goals.
I began my career at Edward Jones as a financial advisor in 2009, and in 2019, I became a Certified Financial Planner™ after completing the extensive coursework and the exam. I also hold an AAMS® certification.
The CFP® designation requires coursework in the areas of investment planning, retirement planning, income tax planning, estate planning, insurance planning, and business retirement planning. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP® Board's Fitness Standards for Candidates and Registrants and agree to abide by the CFP® Board's Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
Being active in the Fuquay-Varina community is extremely important to me. I presently sit on the Board of the Art Center Friends and have previously sat on the Fuquay-Varina Chamber of Commerce Board of directors. I have been an active member of Rotary since 2011 and I presently hold the president position in the Fuquay-Varina club. In addition, I sit on various committees at Edward Jones regarding our partnership with the Alzheimer Association and their walks. I am very passionate about the cause.
At our branch, we take pride in our deep relationships with our clients. We work hard to help our clients reap their rewards in their working life to fund their savings for later in life, all while providing the highest client service possible. We take the time to sit with you, one-on-one to find solutions to your needs and help to obtain long-term financial health and prosperity.
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Business Retirement Plans
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Social Responsibility
Office Address502 E Broad St
Fuquay Varina, NC 27526 opens in a new window
Phone NumberRobin L Wellings Loftus at (919) 552-8077
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