When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you and partnering to provide continuous guidance and support through every stage of life.
Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.
Shellie has over two decades of financial industry experience. As branch manager, her primary focus is to be an advocate for both business and personal members to help them reach their financial goals and to create long-term relationships. Her experience paired with coursework from the Virginia Bankers Association (Consumer Lending, Real Estate Lending, Creativity and Innovation) make her a pro at identifying member needs to pair them with the right financial solutions.I love working with members to provide exceptional and efficient service to help them succeed financially!
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Cary, NC area, Keith Prevost will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.
Sinderpal provides our members with over 20 years of financial industry experience. As a private banker, she provides personalized concierge service to fit the unique needs of her members. She takes the time to get to know each member personally to understand their financial situation and make recommendations to achieve their goals.Sinderpal holds a master's degree in Punjabi and an undergraduate degree in economics. A testament to her commitment to her community, she enjoys volunteering with local non-profits like Habitat for Humanity. "I love building and nurturing relationships with my members. I especially enjoy providing solutions to help them overcome financial obstacles."
With over three decades of financial industry expertise, Craig focuses on maintaining and growing relationships to foster business development and growth for his commercial members. Craig received his BA in economics from The College of William and Mary and his MBA in finance from George Mason University. He is a board member for the Triangle chapter of the Association for Corporate Growth (ACG) and the Chapel Hill Kehillah Synagogue. Craig is also the Committee Chair of the Triangle chapter for the Exit Planning Exchange (XPX) and a member of the fundraising campaign for Haven House. "I love the ability to work closely with business owners to help them succeed!"
