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Serving families, professionals, and multigenerational wealth
As Raleigh continues to attract families, professionals, and entrepreneurs, the complexity of financial advising and planning has grown alongside it. In areas like North Hills, where growth and opportunity can converge, today’s financial needs increasingly call for a more integrated, team-based approach that supports both long-term investors and multigenerational families.
Edward Jones financial advisors Julie Kelly, Mike Baer, and Brad Pomeroy—each a Certified Financial Planner (CFP) professional—recently established a shared office at The Exchange Raleigh, reflecting a broader shift in how financial guidance is delivered. Bringing a combined depth of experience, including Baer’s 32 years with the firm, Kelly’s 16 years, and Pomeroy’s 8 years, the team represents both continuity and evolution in client service. Rather than working in isolation, team-based environments enable advisors to collaborate more effectively, bringing diverse perspectives to complex decisions—especially for clients such as business owners facing liquidity events, succession planning, or highly concentrated positions.
This evolution comes amid broader momentum at Edward Jones, a more than 100-year-old firm that continues to expand its capabilities. The firm recently earned the No. 1 ranking in the J.D. Power 2026 U.S. Investor Satisfaction Study, reflecting its strength in trust, service, and long-term client relationships.
For individuals and families building long-term wealth, financial advising and planning increasingly extends beyond traditional investments. Planning may include retirement income planning, education funding, charitable giving, gifting strategies, or transitioning wealth across generations. For more complex needs, offerings like Edward Jones Generations® provide a private client experience—combining advanced planning and coordinated guidance across tax, estate, and legacy strategies.
As North Hills continues to evolve as a center of growth and innovation, the integration of team-based advice, expanded planning capabilities, and a relationship-driven approach is shaping how clients—from emerging investors to high-net-worth families—plan for what’s next.
2026 J.D. Power U.S. Full Service Investor Satisfaction Study among Wealth Management Firms for Advised Investor Satisfaction, published March 2026, data as of January 2026. Compensation provided for using, not obtaining, the ranking.
Edward Jones Generations is offered through Edward D. Jones & Co., L.P. (Edward Jones), a dually registered broker-dealer and investment adviser. Clients of the Edward Jones Generations offering may be referred to Edward Jones Trust Company for trust and related services. Edward Jones Trust Company is a federally chartered savings association and an affiliate of Edward Jones.
The author of this article is a financial advisor with Edward Jones. The views, strategies, and opinions expressed herein are solely those of the advisor and are not those of Edward Jones, its affiliates, or employees. Information provided is for general informational purposes only and should not be construed as investment, tax, or legal advice.
