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As a financial advisor with Edward Jones, I want to understand what is most important to you and your family. By having a personal one-on-one relationship and using an established process, I will partner with you and together, we will create the most appropriate financial strategy that will assist in reaching your financial goals.
I am very passionate about providing personal financial advice to individuals and businesses. My areas of focus are retirement strategies for individuals to plan for and enjoy retirement, retirement plan options for businesses, education planning, insurance and annuities, and planning your estate.
I was born in Mount Holly, NC, and lived there until moving to Stanley, NC, in 1983. My wife, Becki, and I have two wonderful daughters, Brittany and Haley. I received my MBA degree from Pfeiffer University.
I want to work with you and help you in making informed, financially sound decisions.
Focus areas
- Retirement Savings Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- College Savings
- Business Retirement Plans
- Wealth Strategies
Office Information
Office Address
505 S Highway 27Stanley, NC 28164 opens in a new window
Phone Number
Steve Perkins at (704) 908-0534Branch Team
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 03:00PM |
| Sat | Closed |
| Sun | Closed |
Branch Team
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