Skip to Main Content
Jeff Wakefield, Financial Advisor

FINANCIAL ADVISOR
Jeff Wakefield

3800 E 10th St Suite 101, Greenville, NC 27858opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • College Savings
  • Business Retirement Plans
  • Insurance & Annuities
  • Healthcare Professionals

About Jeff

Helping others is one of the most rewarding things we can do in life. My desire to help others with their financial journey led me to Edward Jones after a 25-plus year career in healthcare finance.

As a CPA and hospital chief financial officer (CFO), I was responsible for providing financial leadership and direction to the organization and was a strategic financial partner to the hospital CEO. It also entailed carefully managing the investments of the hospital and oversight of the employee retirement plan.

Now, I want to go to work as your financial advisor by helping you develop and execute...

Work History

  • Edward JonesJanuary 2024 to Current
  • UNC Health LenoirNovember 2019 to January 2024

Education

  • Univ of NC-Chapel HillMasters

Personal Interests

  • Car Restoration
  • Community Outreach
  • Vintage Cars
  • Volunteering
  • Traveling

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

Phone

(252) 353-0411

Fax

(866) 462-5999

Office Address

3800 E 10th St Suite 101
Greenville, NC 27858opens 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