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portrait of Steve Perkins
FINANCIAL ADVISOR

Steve Perkins

505 S Highway 27, Stanley, NC 28164opens in a new window
CallSend Me a Message

About Steve

As a financial advisor with Edward Jones, I want to understand what is most important to you and your family. By having a personal one-on-one relationship and using an established process, I will partner with you and together, we will create the most appropriate financial strategy that will assist in reaching your financial goals.

I am very passionate about providing personal financial advice to individuals and businesses. My areas of focus are retirement strategies for individuals to plan for and enjoy retirement, retirement plan options for businesses, education planning, insurance and annuities, and planning your estate.

I was born in...

Focus Areas

  • Retirement Savings Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • College Savings
  • Business Retirement Plans
  • Wealth Strategies

Education

  • Pfeiffer CollegeMaster of Business Admin

Team Members

  • Kimberly Jackson
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Phone

(704) 908-0534

Fax

(844) 832-9316

Office Address

505 S Highway 27
Stanley, NC 28164opens in a new window

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