portrait of Ethan Gilley
FINANCIAL ADVISOR

Ethan Gilley

CFP®, ChFC®, CEPA®, AAMS™
136 Tremont Park Dr NE, Lenoir, NC 28645opens in a new window
CallSend Me a Message

About Ethan

I became a financial advisor due to my firm conviction that my life's purpose is to serve others and help them reach their goals. Knowing we make a positive impact on clients' lives financially and beyond is gratifying. Coming from a family of multiple successful financial advisors, my passion has been engrained in me from being around the financial world my whole life. Open communication, trust, honesty and deep personal relationships are the foundation of my practice.

I received my bachelor's degree from Appalachian State University. I hold the CERTIFIED FINANCIAL PLANNER® or CFP® certification, as well as the Chartered...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning

Work History

  • Edward JonesJanuary 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®
  • CEPA®

    Certified Exit Planning Advisor®
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Appalachian St UnivBachelor of Science

Personal Interests

  • Personal Fitness
  • Vintage Cars
  • Motorcycles
  • Health & Nutrition
  • Reading

Team Members

  • Julie Smith
    Sr. Branch Office Administrator
    FPQP®
  • Christy Hayes
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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