Anna Edwards
Registered Client Service Associate
- Role
- First Oak Wealth Management
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
Experience
Present
Skills
- Analysis
- Employee Benefits
- Residential Mortgages
- Mortgage Lending
- 401k
- Retirement
- Strategic Financial Planning
- Long-Term Care
- Wealth
- Asset Management
- Life Insurance
- Finance
- Financial Services
- Financial Goals
- Financial Advisory
- Uniform Combined State Law
- Disability Insurance
- Retirement Planning
- Long Term Care Insurance
- Wealth Management Services
- Term Life Insurance
- Investment Strategies
- Personal Finance
- Small Business
- Estate Planning
- Fixed Annuities
- Investments
- Wealth Management
- 529 Plans
- Series 7
- Investment Advisory
- Insurance
- Iras
- Asset Allocation
- Mutual Funds
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