Edward Jones
Financial Advisors
· Lexington, VA
Published in partnership with Edward Jones - Financial Advisor: Sam Stockstill, CFP®
Book online anytime
Sam Stockstill is a CFP® certified financial advisor at Edward Jones in Lexington, VA, specializing in wealth strategies, retirement income planning, business retirement plans, and estate & legacy strategies. He works with entrepreneurs and business owners to develop comprehensive financial plans and conducts portfolio reviews. With his credentials and focus on personalized financial guidance, Sam helps clients navigate major financial events and build long-term wealth.
Best for: Business owners, entrepreneurs, retirees planning income strategies, individuals seeking comprehensive wealth and estate planning
Service area: Lexington, VA and surrounding areas
CFP® Certification: Sam holds the CFP® credential, indicating he has met rigorous education, examination, and ethical standards in financial planning.
Specialized in Business Owner Planning: Offers dedicated focus on entrepreneurs and business owners with business retirement plans and succession planning strategies.
Local In-Person Access: Based in downtown Lexington with flexible availability including evening and weekend appointments by arrangement.
Book online: Book Online Now →
Phone: (540) 291-7722
Address: 22 W Washington St, Lexington, VA 24450 (Get directions)
Website: edwardjones.com