Edward Spence, ChFC®, CLU
PARTNER
Goldsboro, NC
Sound Partners is a team of ethical, knowledgeable, caring, professional financial advisors that offer sound advice and products to help our clients reach their financial objectives.
With 41 years of industry experience, Ed values his role in helping his clients to make sound financial decisions - growing and protecting their assets in a manner that helps to reach their personal and financial objectives and providing all of these things in a manner that enables them to have more confidence in their lives. His many years of expertise have earned him a coveted spot in the Equitable Hall of Fame.
Before joining Sound Partners, Ed graduated North Carolina Wesleyan College with his degree in Business Administration. He also has earned the professional designations of Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU) and Retirement Income Certified Professional (RICP), all through The American College.
Ed and his wife Vicky have lived in Eureka, NC since 1984. They enjoy spending time with family and going to their river house in Belhaven whenever they can. Ed is an avid sports fan, especially basketball and baseball. In the past he was either a player or coach, and now as a spectator. Ed and Vicky have two sons, Matt and Will who are happily raising families of their own and have blessed them with 4 grandchildren. Ed is an active member of the Eureka Methodist Church.
CA Insurance License #0L61922, AR License #2485054
Focus
Retirement Planning
Life Insurance
Long Term Care Insurance
Investments (managed accounts, mutual funds, fixed and variable annuities)
Individual Health Insurance
Employee Benefits
You deserve the peace of mind that Sound Partners provides.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.
Sound Partners is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
PPG-5453094.1 (3/23) (Exp. 3/27)
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.
For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.