portrait of Avery S Barlow

About Avery

Your retirement, your way.

I foresee us partnering together to explore what you want your retirement to look like – perhaps time with grandkids, world travel, a second career or anything else you can dream – then create a path from where you are today directly toward that retirement. We'll build a budget and plan an income stream for your retirement years, prepare for potential long-term care needs, explore tax-advantaged investment options and coordinate as needed with your CPA and attorney.

Since the strategy to get you to and through retirement is not a set and forget, I pledge to stay...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Employee Stock Options
  • Divorce Finances
  • Charitable Giving

Work History

  • Edward JonesSeptember 2016 to Current

Certifications

  • ChFC®

    Chartered Financial Consultant®

Team Members

  • Andria Boykin
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

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