Edward Jones - Financial Advisor: Rich Lee, CFP®

Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy

Webb Investment Services is an independent wealth management practice based in Asheville, NC. With over two decades of experience, their team of dedicated professionals integrates financial planning and investment guidance to help clients navigate the various phases of financial transition and change. They specialize in empowering successful individuals, particularly women, to take control of their financial futures and make intelligent decisions. Webb Investment Services offers a comprehensive suite of collaborative wealth management services designed to help clients meet their personal goals and build or preserve assets. As a trusted partner, Webb Investment Services provides total wealth management solutions and supports clients in making socially responsible investment choices through sustainable ESG investing. Their comprehensive financial planning process, which includes partnering with existing professional advisors, ensures that clients feel fully supported and have the opportunity to create more value for their futures. Webb Investment Services is committed to cultivating their community and making a positive impact in the world through their chosen investments.Generated from the website

Modera Wealth Management (previously Parsec Financial) is a fee-only wealth management firm in Asheville, North Carolina. We offer comprehensive wealth management and investment services, including retirement planning, education planning, income tax planning, estate planning, trust and legacy planning, philanthropic planning, sophisticated investment management, portfolio analysis and risk protection. As a fiduciary, Modera is legally bound to act in your best interest. We provide you with the objective advice and ongoing care and attention you need to feel confident in your financial future.