Edward Spence, ChFC®, CLU

Edward Spence, ChFC®, CLU

Retirement Planning Specialist / Financial Professional

Visit my web site!

Phone: 919-736-3866
Fax: 919-736-0813
E-mail:
 

As a financial professional with AXA Advisors, LLC and an active member of the Wayne County Chamber of Commerce in Goldsboro North Carolina, I am very dedicated to helping individuals and businesses build their financial futures. 

I hold a Bachelor of Arts degree in Business Administration from North Carolina Wesleyan College.  To stay on top of my field and develop my professional skills over my 30 plus years in the financial industry, I have regularly attended industry training and certification programs.  This includes completing the curriculum and passing rigorous exams for the Chartered Life Underwriter (CLU)*, Chartered Financial Consultant (ChFC)*, Retirement Planning Specialist** and the FINRA licenses of Series 6, Series 7, Series 63 and 65.

My education, experience, and professional affiliations have fostered my practical approach to offering financial advice and planning services to my clients.  Rather than just recommending unrelated products, first I’ll consider your specific financial goals and investment objectives.  Working together We will formulate a strategy to help you achieve your goals.

I have lived in Eureka, NC, with my wife, Vicky, two sons, Matt and Will , since 1984.  I am an active member of the Eureka United Methodist Church and involved with several committees. 

*ChFC and CLU and RICP are professional designations of The American College, Bryn Mawr, PA  
** Retirement Planning Specialist title awarded by AXA Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.

California Insurance License #: 0L61922


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Sound Partners is not owned or operated by AXA Advisors, LLC or its affiliates.