As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what is important to you. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. We follow an established process to build personalized strategies to help you reach your goals.
I began my Edward Jones career in 2013 as a financial advisor in Washington. Prior to that, I had 15 years of experience helping people with their financial needs, including banking, auto financing and insurance.
I grew up in Washington and graduated from Washington High School. I attended North Carolina State University, where I graduated in 2000 with a Bachelor of Arts in communications.
My wife, Allison, and I have two children, Riley (14) and Jack (11). I am an active member of the community, serving as the president of the Beaufort County Committee of 100. I am past president of the Beaufort-Hyde Community Foundation Board and past president of Washington Kiwanis Club, and I am on the board for the Washington-Beaufort County Chamber of Commerce. I also serve as an Advisory Board member for the Salvation Army and the Beaufort County Crime Stoppers.
Our branch office administrator, Sarah Warren, is dedicated to providing you with the highest level of service possible. Sarah is in her fourth year with Edward Jones after 22 years in banking. She can answer questions about statements, dividends and many other general account needs.
Relationships are key and, in our view, meeting face to face builds strong relationships. We meet when it is convenient for our clients because we recognize the challenging needs of their businesses and their lives. We will partner together throughout your life to help keep you on track.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- College Savings
My Personal Interests
- Personal Fitness
- Movies & Entertainment
Phone NumberStuart W ONeal at (252) 975-7560
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