I began my career at Edward Jones over 21 years ago. My branch team and I are dedicated to understanding what is important to our clients. I have an established process to develop personalized strategies for our clients to achieve their financial goals. Our regular review process helps make sure our clients stay on track toward their goals.
We work closely with our clients' CPAs, attorneys and other professionals to advise and care for our clients. I also serve as regional leader for the High Point/Winston-Salem area, comprised of 50-plus branch offices in these and surrounding communities.
I studied economics at Davidson College and obtained my JD/MBA degrees from Wake Forest University. I practiced estate planning and business law for 11 years before joining Edward Jones in 1998.
Serving in leadership at my church and in support of the YMCA and Scouts allows me to give back to those organizations that were so meaningful to me growing up here in High Point.
I enjoy exercise, cycling, outdoor activities and spending time with family.
Beth began her career at Edward Jones in 2006. She is a graduate of UNCG with a bachelor's degree in business administration. She is currently pursuing a master's degree in business administration. When not taking care of clients, she enjoys being outside.
Paige joined our team in 2019. She has an associate degree in paralegal studies. Paige served as an Assistant Deputy Clerk of Court in Davidson County before joining Edward Jones. She spends time exercising and being with her family.
- Wealth Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Insurance & Annuities
- Entrepreneurs & Business Owners
My Personal Interests
- Personal Fitness
Phone NumberWarren Lackey at (336) 882-8484
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