As an Edward Jones financial advisor, I want to know what is important to you. I use an established process to develop a tailor-made strategy to help you reach your long-term financial goals. Together, we will monitor your progress and make adjustments as needed to help keep you on track. Karen Wayland is my senior branch office administrator. We are dedicated to providing you with the highest level of personal service.

I began my financial services career in 1983 with Planters National Bank in Rocky Mount. I worked in various capacities, including branch manager, and attained the level of vice president and senior retail loan officer. In 1992, I obtained my Investment Company/Variable Contracts Limited Representative (Series 6), State Registered Agent (Series 63) and life and health insurance licenses. I continued my banking career, but also worked part time with Centura Securities. In 1998, I obtained my General Securities Representative (Series 7) and went full time with Centura Securities.

Karen and I opened our Edward Jones office in 2001. I have since obtained the Uniform Investment Advisors State Law Examination (Series 65), and AAMS™ professional designation. I became a limited partner in the firm in 2007.

I grew up in Rocky Mount. After graduating from Rocky Mount Senior High, I attended East Carolina, and subsequently received a BS degree in business administration from North Carolina Wesleyan College.

I have been married to my high school sweetheart, Lynne, for over 36 years. I have been active in local business and civic affairs, including the Tar River Chorus and Orchestra, chamber of commerce, Breakfast Optimist Club, United Way and Jaycees. I am a member of Sunset Avenue Baptist Church, where I have served in different areas, including chairman of the Stewardship Committee.

Karen and I welcome the opportunity to serve you!

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Portfolio Reviews

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

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