Edward Jones - Financial Advisor: Jolene M Philpott, CFP®|CEPA®|AAMS®|CKA®

Services Offered

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

About

Jolene M Philpott is a Certified Financial Planner (CFP®) and financial advisor based in Salisbury, North Carolina. She provides personalized financial planning and investment guidance to clients in the area. Jolene specializes in retirement preparation, education savings, and tax-smart investing strategies. Her approach emphasizes face-to-face conversations to understand and meet her clients' financial goals.

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