Skip to Main Content
portrait of Stephen Hedrick
FINANCIAL ADVISOR

Stephen Hedrick

CPWA®, CEPA®, ABFP™, AAMS™
3675 Green Level West Rd, Suite 201, Apex, NC 27523opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

About Stephen

My goal as an Edward Jones financial advisor is to add significant value to the lives of every client. I have built my practice by partnering with individual investors, and truly getting to know them, so that I can understand what is most important to them and their family.

I see my relationships with my clients as partnerships that we will build and grow for their entire lives. We most enjoy partnering with clients who have more complex financial situations. Multi-generational wealth planning may seem daunting, but it is a task that we gladly accept. You see, we have found that...

Focus Areas

  • Wealth Strategies
  • Corporate Executives
  • Estate & Legacy Strategies
  • Charitable Giving
  • Employee Stock Options
  • College Savings

Work History

  • Edward JonesAugust 2019 to Current

Certifications

  • CPWA®

    Certified Private Wealth Advisor®

  • CEPA®

    Certified Exit Planning Advisor®

  • ABFP™

    Accredited Behavioral Finance Professional™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of NC-Chapel HillBachelors

Personal Interests

  • Volunteering
  • Music
  • Camping
  • Sports Enthusiast
  • Trivia

Team Members

  • Claire Oman
    Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 06:00PM
Tue 08:30AM - 06:00PM
Wed 08:30AM - 06:00PM
Thu 08:30AM - 06:00PM
Fri 08:30AM - 06:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(919) 267-3147

Fax

(833) 274-3024

Office Address

3675 Green Level West Rd
Suite 201
Apex, NC 27523opens in a new window

For 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.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More