Edward Jones - Financial Advisor: James L Magee Jr, CFP®

True Wealth is all the things money cant buy and death cant take away. Our financial advisors want to learn what True Wealth means to you. Our financial advisors are focused on making the complex simple for families in Mooresville, Charlotte, Concord, Lexington and the rest of North Carolina.

Fifth Third Securities brings you personalized service combined with comprehensive financial services to help preserve and grow your assets, protect your family, and help you create the lifestyle you want. Our objective is to help provide a path, connecting you to the future you desire — whether you’re investing for financial growth, preparing to send kids to college, planning for your retirement, or working toward another goal. The experienced Investment Professionals at Fifth Third Securities will work hard on your behalf to help bridge the gap between where you are, and where you want to go. As your situation or objectives change, your Investment Professional is here for you to discuss ways to adapt your strategy.

Setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. We take the time to understand you and your goals, understand those changing markets and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.