I am a financial advisor with Edward Jones, which is a financial services firm dedicated to serving the needs of individual investors. I help implement a plan that is centered around achieving goals, both short and long term. Our firm has been built on the belief that the only way to do business is on a one-on-one basis. My branch office administrator and I do that by getting to know you, understanding your goals and developing an appropriate strategy geared toward your unique situation.

I received my undergraduate degree from The Citadel, The Military College of South Carolina. I was awarded the CFP® designation after completing the coursework through Wake Forrest and certification requirements though The Certified Financial Planner Board of Standards Inc. I hold my life, accident and health insurance license, FINRA 7 and 66 registrations and was also awarded the AAMS® designation from the College for Financial Planning.

I am proud to be married to my bride, Paige Martin. She earned her undergraduate degree from the College of Charleston and served as treasurer for her sorority, Kappa Delta, as well as being a cheerleader for the College of Charleston. With much pride and joy, we are the proud parents to Beverly Ruth Martin and Emerson David Martin, and are truly blessed.

In my free time, my family and I enjoy the outdoors, especially when it involves the Beaufort river and family gatherings. We grill often, spend time in the pool at The Beaufort Yacht & Sailing Club and make it a point to attend local events. We are members of Community Bible Church and are glad to call it our home.

I focus my practice in the following areas: planning for retirement, wealth preservation, legacy considerations and creating an income stream during those hard earned and sought after retirement years. Specifically, I enjoy working with the serious long-term investor.

At Edward Jones, I am focused on my clients and their needs because relationships are my first priority.

Office Information

Office Address

708 Carteret Street Beaufort, SC 29902

Office Hours

Office Hours
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Connect on Social

Branch Team

Request an Appointment

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
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More