Edmonds, Hunt & Associates

To achieve your financial goals and preserve your assets — today and tomorrow,it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement®approach to recommend balanced and personalized asset and risk management strategies. Whether health, life, disability, income or long-term care insurance, we suggest solutions and coverage levels to suit you and your needs.Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.



Advisors

Bob Edmonds

Bob Edmonds

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Bob Edmonds's website
Sherry Hunt

Sherry Hunt

CRPC®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Visit Sherry Hunt's website
James McCuaig

James McCuaig

CRPC®

Associate Financial Advisor

Visit James McCuaig's website
Richard Edmonds

Richard Edmonds

CPA

Associate Financial Advisor

Visit Richard Edmonds's website
Michael Barnes

Michael Barnes

CFP®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Michael Barnes's website

Team

Kelley Wheaton

Kelley Wheaton

Associate Financial Advisor

Qualifications

  • Series 7 and 66 licenses
  • Life, Health and Variable Annuity License for N.C.
  • Medicare Supplement and Long Term Care License for N.C.

Roles & Responsibilities

  • General service and account inquiries
  • Application process and money movement
  • Investment trading and transactions
  • Insurance
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Debra Kavalos-Delaney

Debra Kavalos-Delaney

Operations Manager,

Marketing Manager

Qualifications

  • BS Education
  • MBA Management & Marketing

Roles & Responsibilities

  • Marketing, Social Media & Events
  • Operations
  • Internship Program
  • Customer Relationship Mangement
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Eric Allen

Eric Allen

Client Service Specialist,

Paraplanner

Qualifications

  • Bachelor of Science - Finance
  • SIE & Series 7, 63 and 65 Licenses
  • Life, Health and Variable Annuity License for N.C.

Roles & Responsibilities

  • General service and account inquiries
  • Gathering data from clients
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Melissa Stewart

Melissa Stewart

Client Service Specialist

Qualifications

  • Associates Degree in Fashion Merchandising & Marketing

Roles & Responsibilities

  • General Service and Account Inquiries
  • Gathering Data from Clients
  • Scheduling
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Tammy Carter

Tammy Carter

Financial Planning Analyst

Qualifications

  • BSBA Marketing

Roles & Responsibilities

  • Financial Planning Process
  • Client Service
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Susan Crawford

Susan Crawford

Administrative Assistant

Roles & Responsibilities

  • Client meeting coordinator
  • Application processing and movement
  • General Service Inquiries
  • Provides support for day-to-day operations of the practice
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