Edward Jones-Financial Advisor: David R Morgan

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Greensboro – open by appointment only – is here for you, serving the greater Greensboro Winston-Salem area or the Piedmont Triad, including High Point and Burlington. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.

Since 1988 Smith Partners Wealth Management has been a fee-only practice of experienced investment professionals specializing in comprehensive financial planning and investment management.