Edward Jones - Financial Advisor: Edie Broccolo, CFP®|AAMS®

Services Offered

• Retirement planning
• Education savings
• Tax-efficient investing

About

Edie Broccolo is a Certified Financial Planner (CFP®) and financial advisor based in Winston-Salem, North Carolina. She provides personalized financial planning services, focusing on retirement preparation, education savings, and tax-efficient investment strategies. As part of Edward Jones, Edie emphasizes the importance of face-to-face consultations to understand her clients' unique financial goals. She serves individuals and families looking for comprehensive guidance in managing their financial futures.

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