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!
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Portfolio Reviews
Phone NumberRocky Speight at (252) 443-2202
|Mon||By Appointment Only|
|Tue||By Appointment Only|
|Wed||By Appointment Only|
|Thu||By Appointment Only|
|Fri||By Appointment Only|
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More