Chad Virgil
Edward Jones Financial Advisor
- Role
- Principal Regional Leader at Edward Jones
- Location
- Raleigh-Durham-Chapel Hill, NC, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Chad Virgil
Financial Advisor & Regional Leader with Edward Jones For instructions…
Experience
Principal Regional Leader
Jan 2023 — Present · Pittsboro, NC, US
Education
The American College
Chartered Financial Consultant
2013 — 2013
The American College
Chartered Life Underwriter
2011 — 2012
Duke University
Executive Certificate, Certified Financial Planning
2004 — 2004
Bowling Green State University
Bachelor of Science (BS), Biochemistry
1994 — 1998
Skills
- College Education Planning
- Estate and Legacy Strategies
- 401k
- Financial Analysis
- Stocks
- Investment Advisory
- Mutual Funds
- Unit Trusts
- Wealth Transfer
- Investments
- Weath Preservation Strategies
- Bonds
- 529 Plans
- Retirement Planning
- Strategic Planning
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