Chuck OKeefe

Chuck OKeefe

In our office, relationships matter. So, I'd like to tell you a bit about who we are and how we serve our client family. I joined Edward Jones as a financial advisor in 2015, opening the firm’s second branch office in Winterville, NC. I attended Villanova University, graduating in 1981 with a bachelor's degree. In May 2000, I earned a master's degree from Penn State University. Active in the community, I am on the board of the Perquimans Chamber of Commerce and a former vice chair of the board for the Food Bank of the Albemarle. Additionally, I am a former board member of RiverCityCDC and an active volunteer with AmeriCorps-YouthBuild as well as being active in Rotary International. My branch office administrator, Laurie Brickham, has managed our office since 2015 and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with questions. We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet your unique goals and needs - no "cookie cutter" solutions or "one size fits all" approach. If you spent more time last year planning your vacation than planning your retirement, if you have moved on to a new job but left your 401(k) behind or if you just keep saying "someday"...now is the time to take action. At Edward Jones, we’re focused on you. The firm has the expertise and technology to help you reach your long-term financial goals. I would like to personally invite you to connect with me to discuss turning your financial dreams into reality. Please, feel free to call, email or, if you prefer, find me on LinkedIn or follow me on Facebook. "A journey of a thousand miles begins with a single step." -Let's get started! Chuck Education Pennsylvania State University Pennsylvania State UniversityMaster of Education Villanova University Villanova UniversityBachelor of Arts
FINANCIAL FOCUS – June 2021
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FINANCIAL FOCUS – June 2021

Submitted by Chuck O’Keefe If you don’t have a spouse or children, you might think you don’t need to do…
Financial Focus – Time for Some New Year’s Financial Resolutions
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Financial Focus – Time for Some New Year’s Financial Resolutions

Have you thought about your New Year’s resolutions for 2020? When many of us make these promises, we focus on…
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