Edward Jones - Financial Advisor: Jon Spillman, CFP®|AAMS®|RLP®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

Jon Spillman is a Certified Financial Planner (CFP®) and financial advisor based in Greensboro, North Carolina. He specializes in retirement planning, education savings strategies, and tax-efficient investment management. As part of Edward Jones, Jon emphasizes the importance of face-to-face consultations to understand his clients' financial goals. He provides personalized guidance to individuals and families, helping them navigate their financial journeys effectively.

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