Business Details
About
Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Elizabeth Perry, CFP®|AAMS®
10320 Durant Road, Raleigh, NC
27614, United States
Hours
Reviews
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- LLLisa LeeOct 28, 20251.0BEWARE! BEWARE! BEWARE! In the very short time I've met and dealt with Elizabeth Perry, only since October 9th, 2025, I am extremely unhappy with Elizabeth Perry. The Edward Jones Corporate office has been made aware of this situation. I've found Elizabeth Perry to be rather rude and condescending, so we are NOT a good fit to work together going forward. Most importantly, I feel that Elizabeth Perry DUPED ME into signing paperwork for some risky "Advisory account," WITHOUT FULLY EXPLAINING IT TO ME, and then she made "trades" WITHOUT MY KNOWLEDGE, AUTHORIZATION, OR CONSENT....ALL AT A FINANCIAL LOSS TO ME. 😡 I do NOT want my CFP to make "trades" WITHOUT MY EXPLICIT CONSENT, KNOWLEDGE, OR AUTHORIZATION, especially at a financial loss to me! I also feel there is some "gaslighting" going on now with Elizabeth Perry. I am seeking out ANOTHER CFP, possibly even leaving Edward Jones altogether, if this NIGHTMARE SITUATION IS NOT REMEDIED to my satisfaction! Because of my disastrous and unsatisfactory interactions with Elizabeth Perry since October 20, 2025, I do NOT TRUST Elizabeth Perry to have my best financial interests at heart. I previously had several other Edward Jones advisors since 2013, and had NO PROBLEMS with any of them. The moral of this story is, go meet with any new, potential financial adviser in person FIRST, and get a "vibe/gut check impression" BEFORE trusting them with your finances. Today is Tuesday, October 28, 2025. As President Trump would say, "Elizabeth, you're FIRED!"
Frequently Asked Questions About Edward Jones - Financial Advisor: Elizabeth Perry, CFP®|AAMS®
What services does Edward Jones - Financial Advisor: Elizabeth Perry, CFP®|AAMS® offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, and investment management.
What are the office hours of Elizabeth Perry's Edward Jones financial advisory?
The office is open Monday through Friday from 8:30 AM to 4:00 PM and is closed on Sundays. Saturdays are by appointment only.
How can I schedule an appointment with Elizabeth Perry at Edward Jones?
You can book an appointment online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/elizabeth-perry/contact/.
Where is Edward Jones - Financial Advisor: Elizabeth Perry located?
The office is located at 10320 Durant Road, Ste 111, Raleigh, NC 27614, USA.
What languages are supported at Elizabeth Perry's Edward Jones office?
Services are offered in English.
Does Elizabeth Perry offer online or mobile app options for clients?
Yes, Edward Jones has mobile apps available for both Android and iOS platforms to assist clients.
How can I contact Elizabeth Perry's office by phone or email?
You can call the local phone number at +1 919-615-0054 or email elizabeth.perry@edwardjones.com.
Are there other financial advisors near Elizabeth Perry's office?
Yes, nearby Edward Jones financial advisors include Brad McRae Sr and David Ford located in the same area, offering additional expert advice options.
What childcare options are available near Elizabeth Perry's Edward Jones office?
Nearby childcare facilities include Children's Academy, KinderCare, and Durant Road KinderCare, which could be convenient for clients with children.
What are some nearby dining options for visitors to the Edward Jones office?
Visitors can enjoy food at nearby Subway and treat themselves at Bruster's Real Ice Cream, both located close to the office.