Edward Jones - Chad Virgil, AAMS® CFP® CLU® ChFC®
"We offer numerous investments and services to help you reach your financial goals, including smart spending and borrowing options, retirement, paying for education, estate considerations and protecting your assets. Please contact me for more information."
Edward Jones - Eric Williams
We offer numerous investments and services to help you reach your financial goals, including smart spending and borrowing options, retirement, paying for education, estate considerations and protecting your assets. Please contact me for more information.
Edward Jones - Jessica L. Villagrana
Simply stated, I partner with my clients to chart their course toward financial freedom. I have been a financial professional for over a decade, with in depth experience in crafting personalized retirement and legacy strategies. As an Edward Jones financial advisor, it is paramount to me to build authentic relationships by taking a holistic, consultative approach to helping individuals, families and business owners address what is most important to them. To learn more about me and Edward Jones, visit my website at https://www.edwardjones.com/jessica-villagrana.
Edward Jones - Kathy Brommage, CFP®
"When it comes to your financial future, it's important to work with someone who takes time to understand you and your situation. We take a step-by-step approach to identify your goals and develop specific strategies to help you achieve them. Contact me today and see how personal service can make a difference."
Edward Jones - Kevin Maley
"We offer numerous investments and services to help you reach your financial goals, including smart spending and borrowing options, retirement, paying for education, estate considerations and protecting your assets. Please contact me for more information."
Edward Jones - Laura Clapp, CFP®
Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term. Let's discuss your goals during a financial review. Contact me today.
Edward Jones - Lee Shanklin
Edward Jones is a different kind of investment firm. To us, face time and think time make sense. We meet with you to learn your individual needs so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, you can expect personalized service and long-term investing strategies instead of the latest investment fads. Join the nearly 7 million investors who know. Contact me today to help develop an investment strategy that makes sense for you.
Edward Jones - Sharon Dickens
Achieving goals and dreams takes consistency, a clear head and the persistence
to seek out fresh solutions, even as situations change. As an Edward Jones
financial advisor, it’s my joy to bring these qualities—along with my passion for
building lasting relationships, and even friendships—as I help my clients achieve
their financial goals.
I was fortunate to have had mentors who encouraged me on this path, from
earning my bachelor's degree at Campbell University through 20 years in
healthcare accounting, including a CFO role in the hospital setting.
While I loved my years in corporate, helping people one at a time was where I
found the greatest fulfillment—mentoring staff members, or helping co-workers
with financial questions. So, in 2009, even as I earned my MBA in healthcare
administration and finance, I transitioned to the role of financial advisor.
My belief is that it’s critical that I invest the time to understand what you’re working
towards, before you ever invest money. Then, along with your accountant,
attorney and other professionals, I’ll be able to help provide strategies that offer
the most options for you and your family.
MillenniumPG* - Michael Whitman
I help people! What I have tried to accomplish as a financial professional is to assist my clients in making informed financial decisions. Early on in my career I focused mainly on advising retirees to reach their income needs. I have cleaned up many messy situations over the years and have since transitioned my practice to the education of young professionals. My goal is to teach people about their finances so that they can have smoother transitions through all life’s challenges.
I have co-founded a program to help identify messy areas in my clients’ financial homes. I then educate them on their unique situation, so that they can fully understand the impact of their financial decisions. I truly believe that transparency and integrity are the keys to a successful partnership with my clients.
New York Life - John M. Crowell
919-704-8972
Take a moment and imagine yourself in retirement, how does it look? At New York Life we make sure that whatever those visions may be, they become a reality for individuals, families, and small business owners. As the New York Life agent in Chatham County, I design solutions based on your individual needs to create or fill the gaps in your retirement income strategies, protection of your assets, and legacy all which utilize a tax advantaged1 strategy focused on allowing you to keep more of what you earn. Most actions simply involve moving your current assets to the correctly allocated accounts.
Furthermore, in partnership with the New York Life Foundation, I am proud to offer bereavement training for local schools and non-profit organizations who work with children to aid in the grieving process for those who have lost loved ones, friends, or other significant persons in their lives. At New York Life we understand that life happens and after the loss of a family member, there is a need for not only financial support to pay the mortgage, debts, final expenses, and the loss of income but emotional support as well allowing for life to continue as close to normal as possible.
My goal is to ensure that everyone in Chatham County has the access to and the knowledge of the benefits of sound opportunities focusing on tax advantaged1 strategies. As a registered representative of a premier financial company with the highest ratings possible from the four major rating agencies2 and 175 years of experience serving policy holders, rest assured you can benefit from the portfolio of products, financial strength, and a history of providing value that New York Life provides. Ultimately, you will have the attention of a local person who will meet with you face to face or virtually, listen to your needs and goals to then develop a plan providing specific solutions for you.
Contact me today to get the conversation started.
¹Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.
²New York Life has received the highest financial strength ratings currently awarded to any U.S.life insurer by Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA).
Source: Individual Third-Party Ratings Reports as of 10/15/2020
Opus Financial Advisors
704-872-7671 800-277-7671 Toll Free 919-883-4353 Alt
Opus Financial Advisors is a premier financial planning and investment management firm with two locations in the heart of North Carolina. As one of the state's oldest independent advisors, Opus takes pride in helping people orchestrate their financial future and have confidence about their finances. We hope you will spend some time getting to know who we are and what we do. We believe what sets us apart from other firms in this industry is a long term, relationship based service model and sound financial counsel based on more than 100 years of cumulative experience. We’d like the chance to learn more about you and your family.
Please visit our website to learn more about our team of advisors and the services we provide.
Victor Harris
Financial security is something many of us strive to achieve in our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions.
Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your goals and dreams and develop a plan that addresses these needs and gets you started on the path to financial security.