Edward Jones - Financial Advisor: Tyler J Dean

With over 25 years of experience in the Triangle region of North Carolina, Kristin delivers strong financial partnerships to individuals and businesses within the community. As a Commercial Banking Officer and Certified Financial Planner, she focuses on C&I Companies and Commercial & Residential Real Estate. Kristin is originally from Reidsville, North Carolina, and received her degree from the University of North Carolina at Chapel Hill. She is actively involved in the community with the First United Methodist Church of Cary, the Rotary Club of Cary, Wheels4Hope, and the Cary Chamber of Commerce. In 2022, the Triangle Business Journal recognized Kristin as a Women in Business Award winner based on her work in financial services and support in the community.

Du Lac Wealth Services, located in Cary, NC, is dedicated to providing personalized financial solutions, including investment management and retirement income planning. With a team boasting over 50 years of combined experience, they prioritize objective advice tailored to the unique needs of each client. The firm is led by seasoned professionals, including Managing Director Jim Mertens and Wealth Advisor Kerry Goodman, both of whom bring extensive backgrounds in finance and investment. Their commitment to excellence is reflected in their comprehensive strategies and community involvement, ensuring clients can live life on their terms while preparing for a secure financial future. Generated from the website

When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and partnering to provide continuous guidance and support through every stage of life.