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portrait of Marty Coward
FINANCIAL ADVISOR

Marty Coward

CRPC™
3607 Falls River Ave Suite 113, Raleigh, NC 27614opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Marty

As an Edward Jones financial advisor, I enjoy developing long-term relationships with clients, so you have the opportunity to build wealth, live generously and leave a legacy. I accomplish this by using an established process to build personalized strategies that help achieve what's most important to you.

Whether you're planning for retirement, saving for a child’s or grandchild's education, or trying to protect the financial future of your loved ones, I can help make sure you're on track or determine if any adjustments need to be made.

Originally from Alamance County, North Carolina., I've lived in Wake County since 1986....

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • College Savings
  • Entrepreneurs & Business Owners
  • Intergenerational Planning

Work History

  • Edward JonesNovember 2010 to Current

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Univ of NC-GreensboroBachelor of Arts

Personal Interests

  • Community Outreach
  • Rugby
  • Trivia
  • Coaching Sports
  • Wine Collecting/Enthusiast

Team Members

  • Kathleen Cristaldi
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(919) 792-0316

Fax

(877) 532-9883

Office Address

3607 Falls River Ave Suite 113
Raleigh, NC 27614opens in a new window

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