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Karena Bagwell, Financial Advisor

FINANCIAL ADVISOR
Karena L Bagwell

AAMS™
1400 Crescent Green Drive, Suite 130, Cary, NC 27518opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Portfolio Reviews

About Karena

Your financial health is important to me. Together with my team, we are here to serve you.

Whether you are planning for retirement, saving for college or private school tuition, or building a financial future for the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also closely monitor your progress to help you stay on track and respond to life changes or unforeseen circumstances along the way. Throughout your financial journey, we are dedicated to providing you with hands-on customized client service.

Supported by an extensive Edward Jones...

Work History

  • Edward JonesJanuary 1995 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Texas A&M UniversityBachelors

Team Members

  • Bridget Brantley
    Sr. Branch Office Administrator
  • Haley Jackson
    Branch Office Administrator

Send Me a Message

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Office Information

Phone

(919) 465-7466

Fax

(866) 360-7860

Office Address

1400 Crescent Green Drive
Suite 130
Cary, NC 27518opens in a new window

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