Edward Jones - Financial Advisor: Shawn M Wilson, CFP®|CEPA®

Services Offered

• retirement planning
• education savings strategies
• tax-efficient investing

About

Shawn Wilson is a Certified Financial Planner (CFP®) and financial advisor based in Cary, North Carolina. He provides personalized financial planning and investment guidance to clients in the local area. Shawn specializes in retirement preparation, education savings strategies, and tax-efficient investing. His approach emphasizes the importance of face-to-face consultations to understand each client's unique financial goals.

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