Before you can begin working toward achieving your financial goals, you must first identify and define what's important to you and your family. Does that include putting your children through college? Making sure you've saved enough for retirement? Leaving something for your heirs – or something else? I can help you prioritize your needs and define your goals. Then we will work together to develop strategies to help you achieve them.
I became a financial advisor with Edward Jones in 2005 so I could make a positive impact in people's lives, especially when they are going through transitions such as retirement or receiving an inheritance. I have been in the branch office in the Cleveland Community of Johnston and Wake Counties, NC since 2006. Prior to coming to Edward Jones, I was an elementary teacher for Wake County Public Schools.
Active in my community, I was a charter member of the Rotary Club of Cleveland School, serving twice as president and led in organizing the Dictionary Project for third graders. I support the Alzheimer's Association and participate annually in the Walk to End Alzheimer's, for which Edward Jones is the National Presenting Sponsor.
My husband, Clyde, and I have been married for almost 50 years and have three adult children. We are active members of Tree of Life Church in Garner. Aside from helping clients and volunteering in the community, you will find us cheering for all things Florida Gators, ECU Pirates and UNC Tar Heels.
Focus areas
- Business Retirement Plans
- College Savings
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
Focus Areas
- Business Retirement Plans
- College Savings
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
My Personal Interests
- Spending Time with Family
- Pets
- Gardening
- Traveling
- Volunteering
Personal Interests
- Spending Time with Family
- Pets
- Gardening
- Traveling
- Volunteering
Office Information
Phone Number
Suzanne B Wiley at (919) 661-7994Branch Team
- Stefani Rich
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 04:00PM |
Monday | 09:00AM - 04:00PM |
Tue | 09:00AM - 04:00PM |
Tuesday | 09:00AM - 04:00PM |
Wed | 09:00AM - 04:00PM |
Wednesday | 09:00AM - 04:00PM |
Thu | 09:00AM - 04:00PM |
Thursday | 09:00AM - 04:00PM |
Fri | 09:00AM - 04:00PM |
Friday | 09:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 04:00PM |
Monday | 09:00AM - 04:00PM |
Tue | 09:00AM - 04:00PM |
Tuesday | 09:00AM - 04:00PM |
Wed | 09:00AM - 04:00PM |
Wednesday | 09:00AM - 04:00PM |
Thu | 09:00AM - 04:00PM |
Thursday | 09:00AM - 04:00PM |
Fri | 09:00AM - 04:00PM |
Friday | 09:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- Stefani Rich
- Sr. Branch Office Administrator
Branch Team
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