Edward Jones

Anastasia T. Council is an Edward Jones financial advisor with an office on Six Forks Road in north Raleigh. She holds the CFP and CEPA designations, and the work is personal financial advice, aimed at whatever a client is trying to reach.

The branch is small, with an administrator working alongside the advisor. The first step for most people is a conversation about what they are trying to do with their money, and the advice is built around that. It is a straightforward setup for anyone who prefers a local office.

What to know

• The branch office administrator holds the FPQP designation.
• An introductory consultation is offered to people who are just starting.
• The office can review a financial strategy a client already has in place.
• Help is available for clients going through a major financial event.
• Accounts can be opened through the branch.