Edward Jones - Financial Advisor: Mary Elizabeth Twiddy, CFP®|CEPA®|AAMS®

Services Offered

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

About

Mary Elizabeth Twiddy is a financial advisor based in Fuquay-Varina, North Carolina, with Edward Jones. She specializes in retirement planning, education savings strategies, and tax-efficient investment management. As a Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA®), and Accredited Asset Management Specialist (AAMS®), Mary provides personalized financial guidance through face-to-face consultations. Her practice focuses on helping individuals and families achieve their financial goals and prepare for major life milestones.

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