As your Edward Jones branch team, we believe it's important to invest our time to understand what you're working toward before you invest your money. Working closely with you and your CPA, your attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family.
In 2013, I began my career as a financial advisor in Morrisville. I earned an MBA from Campbell University and a BS in business from the State University of New York at Plattsburgh. I received my CFP® certification in 2017. The Certified Financial Planner Board of Standards, Inc. awards CFP® certification to individuals who meet the board's requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board's Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
My senior branch office administrator, Sarah, has over 10 years of experience at Edward Jones and is dedicated to providing you with the highest level of service possible. Together, we provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Retirement Income Strategies
- Insurance & Annuities
- Wealth Strategies
My Personal Interests
Phone NumberSheridan O'Connor at (919) 465-5798
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:00PM|
- Web Conferencing
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