Edward Jones - Financial Advisor: Jodi L Sullivan, AAMS®

Services Offered

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

About

Jodi Sullivan is a financial advisor based in Hayesville, North Carolina, affiliated with Edward Jones. She provides personalized financial planning and investment guidance, focusing on helping clients prepare for retirement, save for education, and implement tax-smart investment strategies. Jodi holds the AAMS® designation, which signifies her expertise in asset management. Her practice is dedicated to serving individuals and families looking to achieve their financial goals through face-to-face consultations.

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