Edward Jones - Financial Advisor: Elizabeth Perry, CFP®|AAMS®

Services Offered

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

About

Elizabeth Perry is a Certified Financial Planner (CFP®) and financial advisor based in Raleigh, North Carolina. She provides personalized financial planning services, focusing on retirement preparation, education savings, and tax-smart investing. As part of Edward Jones, Elizabeth 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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