As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
In 2005, I began my Edward Jones career as a financial advisor and have had an office in Holly Springs since 2009. Today, Edward Jones serves the community from three convenient locations.
I attended Liberty University and graduated magna cum laude with a Bachelor of Science degree in business. I earned the asset management professional designation of AAMS® in 2007 and more recently became a Chartered Financial Consultant - ChFC®. To achieve the ChFC® designation, one must complete an eight-course curriculum of study and 16 hours of examinations, and fulfill stringent experience and ethics requirements.
I first moved to Holly Springs in 2000 from Rochester, NY. I have two sons; Eli, who joined the family in 2014 and Matthew, born in 2016. Active in the community, I am a founder of the Holly Springs Half Marathon, a member of the Holly Springs Kiwanis Club and one of the owners of Pace Yourself Run Co. I'm an avid runner and love baseball, golf and spending time with my children.
MaryAnn Cramer, our senior branch office administrator, joined my team in January 2017 with six years of experience with Edward Jones. She's dedicated to providing you with the highest level of service possible. Please don't hesitate to call her with any questions concerning your statement or your account in general.
We strive to provide highly personalized service. Our business is aligned to help us better understand your unique goals and to provide the investments, services and tools you need to work toward your financial future.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Insurance & Annuities
- Divorce Finances
- Entrepreneurs & Business Owners
Office Address329 Earnie Ln
Holly Springs, NC 27540 opens in a new window
Phone NumberRyan G Monteleone at (919) 557-6629
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 04:30PM|
- Web Conferencing
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