Work History
Edward Jones
Edward JonesJune 2017 to Current
FINANCIAL ADVISOR
Joel M Oliver
AAMS™
2425 Kildaire Farm Rd, Suite 100, Cary, NC 27518opens in a new windowClient by Referral
Serving clients with $250,000
Focus Areas
- Values and Faith Based Investing
- Special Needs Financial Considerations
- Teachers and Professors
- Retirement Income Strategies
- Business Retirement Plans
- Portfolio Reviews
About Joel
Welcome home.
We all want to be successful. I'm committed to understand and listen to your definition of what success means to you as you achieve your financial goals. When you partner with me, you're partnering with Edward Jones, a company with over 100 years of history. We know a thing or two about helping clients manage their wealth. You'll have a team that will give you confidence that you're making solid decisions in both good times and times of market volatility. We cater to serious long-term investors, hardworking individuals and small businesses that value a strong work ethic and...
We all want to be successful. I'm committed to understand and listen to your definition of what success means to you as you achieve your financial goals. When you partner with me, you're partnering with Edward Jones, a company with over 100 years of history. We know a thing or two about helping clients manage their wealth. You'll have a team that will give you confidence that you're making solid decisions in both good times and times of market volatility. We cater to serious long-term investors, hardworking individuals and small businesses that value a strong work ethic and...
Work History
Edward Jones
Edward JonesJune 2017 to Current
Certifications
AAMS™
Accredited Asset Management Specialist™
Education
University of Florida
University of FloridaMaster of EducationMars Hill College
Mars Hill CollegeBachelor of Science
Education
University of Florida
University of FloridaMaster of EducationMars Hill College
Mars Hill CollegeBachelor of Science
Personal Interests
- Swimming
- Antiquing
- Volunteering
- Home Improvement
- Pickleball
Team Members
Thania PerdomoBranch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Location
CaryFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.
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