Charmon Baker

Edward Jones Investments Financial Advisor

135 Jonestown Road

Winston Salem, N.C. 27104

(336) 768-7687

I began my Edward Jones career in 2010 in WinstonSalem. Prior to joining Edward Jones, I worked as a licensed financial specialist with Wells Fargo for 17 years. I hold a North Carolina Life and Health Insurance License and Series 7 and 66 investment licenses. As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what each client is working toward before I invest their money. My services include assessing a client’s risk tolerance, projecting future values of retirement assets, estimating Social Security benefits and working closely with the client, their CPA, attorney and other professionals to develop a strategy to meet the client’s financial goals.

My first full year with Edward Jones, I was awarded the Eagle Award for my dedication to excellent client service and the Ted Jones Prospecting Award for acquiring a record number of clients. For three consecutive years, I have been honored with the Edward Jones’ Spirit of Partnership Award, which is earned by financial advisors who show unyielding dedication and enthusiasm for serving individual investors.

Relationships are key and, in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives. 

I graduated from UNC Greensboro in 1993 with a bachelor’s degree in financial management. I am a board member of the Delta Fine Arts Center, vice president of the WinstonSalem Junior League, and a past board member of the Kernersville YMCA. I am a member of Delta Sigma Theta. My husband, Mike, and I have three sons.

 

Bryan N. Dixon

Edward Jones Investments Financial Advisor

526 S. Stratford Road, Suite A

Winston Salem, N.C. 27103

(336) 748-1271

 

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so we can balance it with the steps necessary to reach your longterm goals.

Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we’re dedicated to providing you topnotch client service.

But we’re not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.


Douglas A. Duvall

Edward Jones Investments Financial Advisor

109-B E. Mountain St.
Kernersville, N.C. 27284

(336) 996-7333

 

As an Edward Jones financial advisor, my personalized financial strategies include estate and legacy strategies, insurance and annuities, retirement income strategies, retirement savings strategies, wealth strategies and portfolio reviews. Our team is supported by two senior branch office administrators, Sandy Jarvis and Emily Farrell, who have over 20 years of combined experience and are dedicated to providing you with the highest level of service. We partner with you as your life unfolds.
I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so we can balance it with the steps necessary to reach your longterm goals.

Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we’re dedicated to providing you topnotch client service.

But we’re not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

My wife, Tonya, and I are proud parents of two children, Caleb and Hannah. We have lived in the Kernersville area for over 18 years. We enjoy spending time together mountain biking, boating and traveling.

Christine Harrell

Edward Jones Investments Financial Advisor

424 W. Mountain St., Suite A

Kernersville, N.C. 27284

(336) 904-0837

 

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so we can balance it with the steps necessary to reach your longterm goals.

Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we’re dedicated to providing you topnotch client service.

But we’re not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

I am a graduate of Appalachian State University. My husband, Danny, and I are the proud parents of three children. We have lived in the Kernersville area for over 20 years and enjoy spending time with our family.

 

Warren Lackey

Edward Jones Investments Financial Advisor

211 W. Lexington Ave. Suite 107

High Point, N.C. 27262

(336) 882-8484

 

As an Edward Jones financial advisor, my financial areas of focus include investors saving for retirement, retirees, college savers, individual with insurance needs and individuals with estate needs.  I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so we can balance it with the steps necessary to reach your longterm goals.

Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we’re dedicated to providing you topnotch client service.

But we’re not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

 

 

Sean M. Newby

Edward Jones Investments Financial Advisor

2518 Somerset Center Drive, Suite 2518

Winston Salem, N.C. 27103

(336) 768-1165

 

As an Edward Jones financial advisor, my focus areas include retirement income strategies, retirement savings strategies, insurance and annuities, estate and legacy strategies, and college savings. I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so we can balance it with the steps necessary to reach your longterm goals.

Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we’re dedicated to providing you topnotch client service.

But we’re not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

 

Beth Whicker

Edward Jones Investments Financial Advisor

1393 Carrollton Crossing Drive, Suite 102

Kernersville, N.C.  27284

(336) 996-2036

 

I am a financial advisor with Edward Jones in Kernersville. I have lived in Winston-Salem for the past 20 years, and I’m married with three children.I have been a financial advisor with Edward Jones since 2008 and have been a client of the firm since 1997. I grew up in Augusta, Ga., and moved to Winston-Salem in 1990 to attend Salem College, where I graduated with a degree in economics. 

I have volunteered on the Edward Jones Leadership Team since 2011. I have coached nearly 40 new financial advisors in my region, and I’m currently serving in a key leader position as the Performance Leader of the region. My mission is to provide financial education and information to clients to help them achieve their financial goals.
My senior branch office administrator, Julie Price, and I work hands-on with each client and strive to provide excellence in client service while helping meet our client’s financial objectives.


Myrna L. Wigley

Edward Jones Investments Financial Advisor

2017 Eastchester Drive, Suite 103

High Point, N.C. 27265

(336) 812-8000

 

In 2001, after 22 years in the airline industry, while still employed, Myrna started Phoenix Training and Development. There she designed, developed and facilitated programs for teenage girls and young adults in financial literacy, entrepreneurship and leadership as a pathway to their financial independence and capacity to lead self and others. Wigley has facilitated economic conferences at Wharton Business School, Mercy College, Concordia College, Rutgers University and private girls’ schools and organizations across the country. 

Retired from American Airlines in 2010, she took a volunteer position with the YMCA of Greensboro with The Black & Latino Achievers Program, a college readiness and leadership initiative for high-school students. That volunteer position turned into a full-time, nine-year detour in which she was recognized nationally for her collaboration with the Center for Creative Leadership in co-designing a four-year early youth leadership curriculum and obtaining $497,000 from the Office of Juvenile Justice & Delinquency Prevention to support that initiative.

Today Wigley continues to educate and empower individual investors and small business owners with tailored solutions to reach their financial goals and manage assets as a financial advisor with Edward Jones Investments.

She and her husband of 34 years are avid Steeler fans, have three adult children, and three grandchildren.

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so we can balance it with the steps necessary to reach your longterm goals.

Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we’re dedicated to providing you topnotch client service.

But we’re not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.