Dustin Van Weerdhuizen

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Lexington, NC 27292

Credentials

Series 63, Series 66

Industry experience

21 years

Expertise

Retirement income strategy General retirement planning Wealth management

Work history

Edward Jones

2016 - Present (10 years)

Bank of North Carolina

2014 - 2016 (2 years)

Lpl Financial LLC

2014 - 2016 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Amanda F

Series 66

Lexington, NC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management Founder/Business Owner Doctor or Medical Professional Government Employee Public Service Employee

David S

ChFC®, Series 66

Thomasville, NC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Divorce financial planning General estate planning guidance Wealth management

Jeremy A

Series 63, Series 66

Winston Salem, NC

Edward Jones

Retirement income strategy Wealth management General estate planning guidance Business ownership considerations Founder/Business Owner

Daniel C

CFP®, Series 66

High Point, NC

Fidelity

Dan Craver is a Financial Consultant at Fidelity Investments, where he assists clients in developing financial plans aligned with their personal goals. He has been with Fidelity Investments since 2015, holding various roles including Workplace Planning & Guidance Consultant, Relationship Manager, Investment Consultant, and currently Financial Consultant. Throughout his tenure at Fidelity, Dan has gained experience in financial consulting and relationship management, contributing to his expertise in building financial strategies for clients. His career progression within the company reflects a sustained commitment to client service and financial planning. Outside of his professional role, Dan has interests in fitness, golf, running, soccer, and tennis.

General retirement planning Income planning Wealth management Cash flow / budgeting

Timothy G

Series 63, Series 65

High Point, NC

Merrill

Timothy Gibson serves as a Resident Director and Wealth Management Advisor at Merrill Lynch, where he has been a team member since 2011. With over a decade of experience in the financial industry, he specializes in developing customized financial strategies for individuals, small business owners, non-profits, and foundations. His client focus areas include college education planning, family wealth management strategies, institutional investment consulting, legacy planning, personal retirement planning, philanthropic planning, and small business strategies. Timothy holds a Bachelor's Degree in Business Management and Administration from North Carolina Central University and a Master's Degree from Colorado Technical University. He has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is also a member of Alpha Phi Alpha Fraternity, Inc. Residing in Greensboro, NC with his wife Kate and daughters Elizabeth and Kimberly, Timothy is actively involved in his community, including participation with the United Way of Greensboro. He enjoys spending time with his family and engaging in activities such as biking, football, hiking, music, running, and scuba diving.

Wealth management College savings (529s, UTMA, etc.) Charitable giving & philanthropy Family Business General retirement planning Founder/Business Owner Parents Established Professionals

Kendra S

Series 66

Lexington, NC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Wealth management Women Professionals Widow/Widower Intergenerational Families
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