Edward Jones - Financial Advisor: Bill Gass

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Clever Financial LLC, based in Raleigh, NC, operates as a partner of Enterprise Financial Network, providing a supportive environment for financial advisors to develop their businesses independently. With a focus on personalized growth strategies, the firm collaborates with Cambridge Investment Research, one of the largest internally controlled independent firms in the country, to offer flexible financial solutions. The leadership team, including founding partners Stephen Bell and Sean Shea, brings over 65 years of combined experience in the financial services industry, guiding professionals to achieve their business goals. Their expertise and commitment to fostering relationships underscore the firm's dedication to helping advisors succeed on their own terms. Generated from the website

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.