This month we will hear the Expert Edge from CCOC investor and Edward Jones Financial Advisor, Melanie Marlow. She founded the Edward Jones Clayton Office in 2000.
Edward Jones primarily focuses on serving the needs of one type of client: the serious, long-term individual investor. When describing what she provides her clients, Melanie Marlow said "We believe a well-diversified portfolio of quality investments, aligned with a client’s goals and risk tolerance, will be more successful over time. I have been a financial advisor with Edward Jones since 2000. I hold Series 7 and series 66 securities registrations, a NC Life/Health Insurance license, and a NC long-term care license. To better serve my clients, I earned both the AAMS® and the ADPA® professional designations."
Melanie suggest partnering closely with clients and collaborating with those in similar career fields to create a well-rounded team full of expertise to provide to those you serve. She said in her own practice she "starts by asking questions about my clients' families, financial situations and life goals to find out what is most important to them. I partner with my clients throughout their lives to help keep them on track. In order to provide comprehensive and coordinated advice, I regularly collaborate with a team of CPAs, estate and elder law attorneys, and other trusted professionals, always keeping client information confidential. I love helping my clients by providing them with resources and action plans as they transition through major life events such as retirement, divorce and settling the estate of a family member." Melanie added, "Within Edward Jones, I serve as the NC Chair of the Grassroots Task Force, which is dedicated to making the voice of the individual investor heard on Capitol Hill. The Grassroots Task Force serves as a constituent resource for elected officials and their staff to ensure they are well informed on how legislative issues impact clients and the firm."
The CCOC Expert Edge is a paid sponsorship.
This Month's Expert Edge is being provided by Angelina Corroo with HomeTowne Realty. She began her career in 2016 and has since garnered a wide range of expertise and success! Read this Expert Edge to learn more about Angelina and the advice she has for fellow business owners.
As a full-time Realtor with HomeTowne Realty, Angelina serves the Greater Triangle and has a wide range of expertise – from new construction to resales, first-time home buyers to investment properties. She is passionate about Real Estate, helping others, and her community. Angelina said "I am fortunate to spend every day doing what I love! As a dedicated CCOC Board member and volunteer it is an honor and a privilege to serve my community and fellow business owners."
When it comes to advice, tips or strategies she has for other investors, business owners or individuals in Clayton that can help address today's business challenges Angelina said "No one could have been prepared for the year that we have had, but it’s always important to remember, especially in difficult times, our relationships are what matter most! People do business with people that they know, like, and trust. What can you do to support someone else? How can you help someone else’s business move forward? Check in with your clients and let them know you are here for them. Reach out a helping hand to those who need it and it will come back to you." Angelina added that now is not the time to lay low and wait for the storm to pass. She gave the following advice: "Be sure to let your followers and community know that you are still out here providing high quality services and goods despite the setbacks of this year. We will get through this together and business can be even bigger and better on the other side."
This CCOC Expert Edge is a paid sponsorship.