Edward Jones - Financial Advisor: Zulma Petty, CFP®|CEPA®|AAMS®|CRPS™

Services Offered

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

About

Zulma Petty is a Certified Financial Planner (CFP®) and financial advisor based in Roebuck, South Carolina. She specializes in retirement planning, education savings strategies, and tax-smart investing. Zulma believes in the importance of face-to-face conversations to understand her clients' financial goals. She provides personalized financial guidance to individuals and families, helping them navigate their financial journeys effectively.

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