I was born and raised in Falkland, NC. As the grandson of a tobacco farmer, I learned the value of hard work around my 11th birthday. Priming those fields in the hot summer sun will give you a new perspective on the value of a dollar. These days, I spend most of my time in the A/C, but those lessons learned still hold true today.
As a CFP® professional with Edward Jones, I believe it's important to invest my time into understanding what's important to you before we discuss investing your money. Our branch team has created and refined an established process that tailors primarily to a select group of investors that are living in or nearing the retirement phase of their lives. Since no two investors are the alike, it's important that we create a specific strategy focusing on what matters to you most.
As our relationship deepens with time, so may your investment needs. For this reason, it is crucial your investment strategy is one that is liquid in nature. We all know how quickly our lives and financial needs can change – your investments should be positioned in a way that allows you to adapt to any curveball life throws your way.
To ensure all the pieces of the puzzle stay in place, we partner and build a continuous relationship with your CPA, attorney and other professionals to create a panoramic view, fast tracking you to your financial goals.
If you're interested in learning more about our process, please call the office to schedule a relationship evaluation. We would love the opportunity to partner with you, but more importantly, we want to ensure you will enjoy working with us and that we're a good fit to meet your ongoing financial needs.
- Estate & Legacy Strategies
- Retirement Income Strategies
- Divorce Finances
- Entrepreneurs & Business Owners
- Wealth Strategies
- College Savings
My Personal Interests
- Community Outreach
- Outdoor Enthusiast
- Animal Rescue
- Martial Arts
Phone NumberSpencer B Nichols at (252) 533-5912
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