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 other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings, so you have more options when you retire, regardless of what you decide to do.
In 2007, I began my Edward Jones career as a financial advisor in Rocky Mount, NC. I became a limited partner with Edward Jones in 2014. In 2014 and 2015, I qualified to attend the Edward Jones annual Financial Advisor's Leaders Conference and have qualified for the Women's Conference in St. Louis five years in a row.
I received the professional designation, Accredited Asset Management Specialist™. The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
I live in Rocky Mount and am an active member of the community. I attend Christ Covenant Church in Rocky Mount and serve on the board of Stanhope Fire Department.
My senior branch office administrator, Sara Perdue, and senior branch office administrator, Alison Bradley, have 26 years of combined experience and are dedicated to providing you with the highest level of service possible. Please don't hesitate to call on them with questions concerning your statement, dividends or your account in general.
Relationships are key, and in our view, meeting face to face to builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their lives and their businesses.
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Business Retirement Plans
- New Investors
Phone NumberSherlon P Belk at (252) 937-6997
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 04:00PM|
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