Work History
Edward Jones
Edward JonesOctober 2021 to CurrentTruist Advisory Services, Inc
Truist Advisory Services, IncFebruary 2021 to October 2021
About Angie
After spending my early career in marketing for Anheuser-Busch and Waste Management, I joined Edward Jones as a way to make an impact on individuals’ lives and help to develop my local community. As a commitment to continuous learning, I earned the Accredited Asset Management Specialist™ (AAMS™) and Accredited Domestic Partnership Advisor® (ADPA®) designations.
Using an established process, I build personalized financial strategies that are designed to help my clients’ achieve unique goals. I always begin with a conversation to better understand my clients’ goals, needs and values. That information becomes the foundation of their tailored strategies. Once the strategies are...
Using an established process, I build personalized financial strategies that are designed to help my clients’ achieve unique goals. I always begin with a conversation to better understand my clients’ goals, needs and values. That information becomes the foundation of their tailored strategies. Once the strategies are...
Focus Areas
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Domestic Partner Finances
- Divorce Finances
- Insurance & Annuities
Work History
Edward Jones
Edward JonesOctober 2021 to CurrentTruist Advisory Services, Inc
Truist Advisory Services, IncFebruary 2021 to October 2021
Certifications
AAMS™
Accredited Asset Management Specialist™ADPA™
Accredited Domestic Partnership Advisor™
Personal Interests
- Cooking
- Gardening
- Pets
- Traveling
- Volunteering
Team Members
Tracie ErwinSr. Branch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | Closed for Holiday |
| Mon | Closed for Holiday |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:00PM |
| Fri | 08:30AM - 04:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | Closed for Holiday |
| Mon | Closed for Holiday |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:00PM |
| Fri | 08:30AM - 04:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Location
CalabashFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
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