If you need in depth financial planning services, Carolina Collegiate recommends one of the financial advisors below.
Marvin W. Sox
468 Old Cherokee Rd.
Lexington, SC 29072
803-359-3800
Carolina Wealth Management, LLC
Carolina Wealth Management is a locally-owned and operated financial services firm in Lexington, South Carolina. Our independent nature allows us to provide unique solutions to a variety of financial needs without the pressure of product-related sales quotas. Our custom solutions are designed with your personal goals and objectives in mind. Whether you’re saving for retirement, looking for a way to help a child or grandchild attend college, or just trying to save up for a long overdue vacation we work with you to help make those dreams a reality! We also assist you in helping to plan how to make the most of the money you have accumulated once you begin retirement.
Services that we offer include:
· Investment Planning and Management
· Retirement Savings Planning
· Retirement Income Planning
· College Funding Strategies
· Life insurance
· Long Term Care insurance
· Estate Planning
About Marvin
Marvin Sox is a life-long and active member of the Lexington community who has been with Carolina Wealth Management as a financial advisor since 2004. He has engineered his financial services practice around the core values of quality, convenience, and dependability. You can count on him to provide you high caliber service at a time and place convenient for you, knowing that he will be here with you for the long haul.
Call today for an appointment!
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Neil H Stalker, AAMSFinancial Advisor
Edward Jones
1100 12th Street
Cayce, SC 29033
803-791-7745
Company Background
Edward Jones provides financial services for individual investors in the United States and, through its affiliate, in Canada. Every aspect of the firm’s business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in whey they live and work. The firm’s 12,000-plus financial advisors work directly with nearly 7 million clients to understand their personal goals – from college savings to retirement – and create long-term strategies for their investments that emphasize a well-balanced portfolio and a buy-and-hold strategy. Edward Jones embraces the importance of building long-term, face-to-face relationships with clients, helping them to understand and make sense of the investment options available today.
Edward Jones, which ranked No. 2 on FORTUNE magazine’s “100 Best Companies to Work For” in 2010, is headquartered in St. Louis. The firm’s interactive website is located at www.edwardjones.com, and its recruiting website is www.careers.edwardjones.com.
Work Experience
1997-1998 Outside Sales Nan Ya Plastics
1998-2005 Tradeshow Manager Messe Frankfurt
2005-2006 District Manager Baker Consulting
2007-Present Edward Jones Financial Advisor
Education
Batchelor’s degree from Furman University
International Master’s degree from The University of South Carolina
Community Involvement
YMCA Soccer Coach
Cub Scout Leader
Family
Wife: Heather
Children: Abigail, Colin, Elizabeth
