MEREDITH — Financial Advisor Devon Sullivan of the financial services firm Edward Jones in Meredith at the Towle House has received the CERTIFIED FINANCIAL PLANNER or CFP, certification, granted by the Certified Financial Planner Board of Standards.
Becoming a CFP professional expands a financial advisor's knowledge base in the following areas:
• Financial management
• Tax-sensitive investment strategies
• Retirement savings
• Insurance planning
• Education planning
• Estate considerations
In addition to the education and examination components of certification, Sullivan also has committed to abiding by the CFP Board's Code of Ethics and Standards of Conduct.
Sullivan completed her professional program at Wake Forest University.
Sullivan and Branch Office Administrator Kathleen Swanson can be reached at 603-279-3284. You can also visit Sullivan's website at edwardjones.com/devon-sullivan.
The Edward Jones website is at edwardjones.com, and its recruiting website is careers.edwardjones.com. Member SIPC.
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