Edward Jones - Financial Advisor: Roy E Boone, AAMS®

Services Offered

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

About

Roy Boone is an AAMS® certified financial advisor based in Mooresville, North Carolina, affiliated with Edward Jones. He specializes in providing personalized financial planning services, including retirement preparation, education savings strategies, and tax-efficient investment management. Roy emphasizes the importance of face-to-face conversations to understand his clients' financial goals. His practice is dedicated to helping individuals and families navigate their financial journeys and achieve long-term wealth accumulation.

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