Adam Powell

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Southport, NC 28461

Credentials

Series 63, Series 66

Industry experience

21 years

Expertise

Retirement income strategy General retirement planning Wealth management General estate planning guidance

Work history

Edward Jones

2004 - Present (22 years)

Disclosures

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

John Q

CFP®, Series 66

Carolina Beach, NC

Edward Jones

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

Luke W

Series 66

Wilmington, NC

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Charitable giving & philanthropy Wealth management General retirement planning

Robin E

Series 63, Series 66

Southport, NC

Merrill

Robin Ely is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill Lynch in 2012 after a 25-year career as an institutional equity trader. Robin collaborates with a team of Merrill Lynch advisors and client associates to provide clients with comprehensive financial strategies that consider the full scope of their individual and family goals and financial resources. Her approach includes utilizing the resources of Merrill Lynch, Bank of America, and the Bank of America Private Bank. Robin's expertise encompasses wealth transfer, retirement and estate planning, private money management, concentrated stock strategies, and ESG/Impact Investing implementation. She serves a diverse clientele, including extended families, corporate executives, 401(k) plans, and business owners. Robin holds the Personal Investment Advisor (PIA) designation and a Bachelor of Arts in Business Administration from Colby-Sawyer College, where she was captain of the lacrosse team. She is an alumnus of Montclair High School in Montclair, NJ, where she played varsity field hockey and lacrosse. In addition to her professional work, Robin volunteers with the RVNA of Ridgefield and has experience as a youth lacrosse coach and former regional hospice volunteer. She resides in Ridgefield, CT, with her husband and their two children. Robin's personal interests include golfing, lacrosse, cycling, cooking, contemporary art, and photography.

Wealth management ESG / Sustainable investing Concentrated stock management General estate planning guidance Multi-generational wealth transfer Executive Founder/Business Owner Women Professionals Mid-Career Professionals Parents

Teresa C

CFP®, Series 66

Bolivia, NC

Edward Jones

General estate planning guidance Multi-generational wealth transfer Retirement income strategy Wealth management Educators, Teachers, and Academics

Jeremy H

Series 66

Bolivia, NC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management

Kevin T

Series 66

Boiling Spring Lakes, NC

Edward Jones

Retirement income strategy General retirement planning
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