Financial Advisors
Concord, NC
Marshall Ward is a Financial Advisor with Edward Jones in Concord, NC, serving clients with comprehensive financial planning including retirement strategies, business planning for entrepreneurs, estate and legacy planning, college savings, and charitable giving guidance. He works with individuals and business owners to develop personalized financial strategies and is currently accepting new clients.
Ideal for: Business owners and entrepreneurs, individuals planning for retirement, families focused on estate and legacy planning, parents saving for college
Service area: Concord, NC and surrounding areas
Comprehensive Focus Areas: Specializes in business retirement plans, entrepreneur planning, estate and legacy strategies, and special needs financial considerations—addressing complex planning needs beyond basic investing.
Edward Jones Support: Backed by Edward Jones's institutional resources, research, and tools while providing personalized, local service from an advisor invested in the Concord community.
Flexible Availability: Extended weekday hours (8:30 AM–6:00 PM), weekend and evening appointments, and web conferencing options for convenience.
Address: 325 McGill Ave NW Suite 100, Concord, NC 28027
Phone: (704) 490-4147
Website: edwardjones.com
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