Raised in Garner, NC, my parents instilled in me the importance of strong work ethic, integrity and life-long learning. These qualities serve as the framework for everything I do today.
I joined the Edward Jones family in 2006 as a client wanting to save and invest for my retirement. One year later, I joined the team! Today, I am thrilled to partner with my clients in the work of helping them achieve their most important financial goals.
My office is supported by thousands of people and advanced technology, so I can help ensure my clients receive the most current and comprehensive guidance. In addition, I welcome the opportunity to work with you and your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise.
My Senior Branch Office Administrator, Lisa Wilmarth, has been with Edward Jones since 2019 and is dedicated to providing you with the highest level of service possible.
My husband and I, along with our rescue beagle, are blessed to call Durham our home. I strive to be a community partner that contributes through a spirit of service, inclusion and cultural awareness. I serve on our region's diversity, equity and inclusion team. My pastimes include Durham Bulls baseball and going to Topsail Island, NC.
Focus areas
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Divorce Finances
- Insurance & Annuities
Focus Areas
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Divorce Finances
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Traveling
- Health & Nutrition
Personal Interests
- Spending Time with Family
- Traveling
- Health & Nutrition
Office Information
Phone Number
Tamra K Ellis at (919) 479-8064Branch Team
- Lisa Wilmarth
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Monday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
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 - 05:00PM |
Monday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Fri | 09:00AM - 04:00PM |
Friday | 09:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- Lisa Wilmarth
- Sr. Branch Office Administrator
Branch Team
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