Edward Jones - Financial Advisor: Brian T White, CFP®|CPWA®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

Brian White is a Certified Financial Planner (CFP®) and financial advisor based in Raleigh, North Carolina. He specializes in helping clients prepare for retirement, save for education, and invest in a tax-efficient manner. Brian emphasizes the importance of face-to-face conversations to understand his clients' financial goals and provide tailored advice. His practice serves individuals and families looking for personalized financial guidance.

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