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portrait of Dylan Hales
FINANCIAL ADVISOR

Dylan Hales

CFP®
107 E Jefferson Street, Monroe, NC 28110opens in a new window
Accepting New Clients
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About Dylan

As an Edward Jones financial advisor, I enjoy problem solving. Sitting down with folks, understanding what they hope to accomplish and connecting them with the tools and resources they need brings me joy every day.

It comes as no surprise that you might want to know a little about me before sitting down to talk.

I'm a native North Carolinian, who grew up in the eastern part of the state. My folks exhibited and instilled many of the values that I still hold close to today. I had the opportunity to earn a bachelor's degree from NC State, which is where...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Charitable Giving

Work History

  • Edward JonesSeptember 2016 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • North Carolina State UnivBachelor of Science

Personal Interests

  • Football
  • Personal Fitness
  • Pickleball
  • Gardening
  • Chess

Team Members

  • Alyssa Seigler
    Branch Office Administrator
  • Susan Arthur
    Sr. 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 - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(704) 684-0103

Fax

(877) 494-2951

Office Address

107 E Jefferson Street
Monroe, NC 28110opens in a new window

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