| After joining Edward Jones, my family and I relocated from Florida to North Carolina. My wife, Elisa, and I met in college and are proud parents of two children — Addie, a second-year student at NC State University, and Nate, a high school junior.
Before transitioning to Edward Jones, I served as a law enforcement captain in Florida, overseeing patrol and investigative divisions. That experience in public service shaped the leadership and integrity I bring to helping clients navigate their financial journeys.
As a limited partner with Edward Jones, I have held several leadership roles within the firm. I earned my bachelor’s degree from Palm Beach Atlantic University and a master’s in business management and leadership from Liberty University. I am also a graduate of the FBI National Academy and hold the ChFC®, AAMS® and CRPC™ designations, along with financial planning certificates from the University of Florida and the University of Virginia.
Our office is built on a foundation of care, collaboration and exceptional client service. I am fortunate to work with a dedicated team:
Angie Acree, senior branch office administrator and Edward Jones limited partner, brings over 33 years of client service experience. In her 25-year career with the firm, she has held multiple leadership roles and was honored with the 2024 Ted Jones Spirit of Caring Award for her professional and community contributions. Angie and her husband, Danny, have two children, Catherine and Daniel, and a granddaughter, Paisleigh Caroline. Angie also holds the FPQP® designation.
Debbie Baugham, our branch office administrator, joined Edward Jones in 2022 and our team in 2025. She and her husband, Gary, have two children and three grandchildren. Debbie plays a key role in ensuring our clients’ needs are met with care and efficiency.
We intentionally work with a select group of clients, fostering meaningful, long-term relationships. Our mission is to help families achieve their financial goals with clarity, confidence and personalized advice — reducing stress, minimizing taxes and risks, and helping enhance overall quality of life.
We look forward to meeting you. |
