Emily Farrell

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Emily Farrell With 25+ years in financial services and through many market cycles, I've learned the most important journeys are those of my clients.

More than an advisor, I consider myself a teacher and guide, helping clients make confident, informed decisions. Financial life can be complex, but it doesn't have to be confusing. My goal is to help simplify the process, provide clear guidance, and give you confidence in the financial decisions you make. I believe successful planning starts with understanding what matters most to you. By listening first and building relationships based on trust, communication, and personalized service, I help clients navigate important life decisions and work toward their long-term goals. Outside of the office, I enjoy volunteering at my local senior center and spending time with my family and church community. I feel truly blessed by the opportunities I've been given, and I'm grateful to help individuals and families pursue the future they envision. I invite you to visit our office, meet our team, and discover what makes our practice unique. I look forward to getting to know you and helping you build a plan with confidence and purpose.

10/16/2026

Ted and Pat Jones' legacy extend far beyond the Katy Trail. Their commitment to serving others lives on through the work we do every day.

As a financial advisor, I have the privilege of helping clients define what matters most to them. Whether those goals involve family, charitable giving, business succession or creating a lasting legacy, every conversation begins with understanding what's important to the people I serve.

If you're ready to define what's most important to you and build a plan around it, feel free to reach out.

Did you know that starting your retirement planning early can make a significant difference to your financial future? Wh...
10/15/2026

Did you know that starting your retirement planning early can make a significant difference to your financial future? Whether you’re just beginning your career or approaching retirement, a well-structured plan can help you achieve the lifestyle you desire.

Let’s work together to build a custom roadmap for your goals. Message me today to set up a time to discuss your options.

If you’ve built a portfolio containing an appropriate mix of investments, based on your goals and risk tolerance, you’ve...
10/14/2026

If you’ve built a portfolio containing an appropriate mix of investments, based on your goals and risk tolerance, you’ve got a good foundation to help you withstand a down market.

Strategies for every stage

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whet...
10/13/2026

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whether the elections have the potential to disrupt this year's positive momentum. Here's what history says – and what's different this time:

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whether the elections have the potential to disrupt this year's positive momentum. History suggests that elections often create short-term uncertainty, but they have rarely been the pr...

If you’re a high-income earner, you may not be eligible to contribute to a Roth IRA. Luckily, there’s a strategy that ca...
10/12/2026

If you’re a high-income earner, you may not be eligible to contribute to a Roth IRA. Luckily, there’s a strategy that can help you gain the tax advantages offered by a Roth IRA. Here’s what you should know about this valuable strategy.

A Backdoor Roth IRA can help you realize the tax benefits of a Roth IRA, even if your income exceeds the earnings ceiling for Roth contributions.

Edward Jones has been named one of the 2026 Fortune Best Workplaces in Financial Services and Insurance by Fortune and G...
10/11/2026

Edward Jones has been named one of the 2026 Fortune Best Workplaces in Financial Services and Insurance by Fortune and Great Places to Work®.

Behind this recognition are colleagues whose contributions reach our firm and into the communities we serve. Their talent, ideas and dedication shape a workplace where people champion one another and take pride in what they accomplish together.
A culture that attracts talented people, inspires innovation, and helps us deliver on our commitment to serving clients with care and integrity.

Thank you to our colleagues for making this achievement possible. We're proud of their impact, the workplace they shape, and our place among the best in the industry

Disclosure: 2026 Fortune Best Workplaces in Financial Services & Insurance, published October 2026, research by Great Places to Work, data as of August 2025. Compensation provided for using, not obtaining, the rating.

https://bit.ly/4AVeGGh

Traditions. Rivalries. The friendships you’ve had since that first game. As the Official Wealth Management Partner of Du...
10/10/2026

Traditions. Rivalries. The friendships you’ve had since that first game. As the Official Wealth Management Partner of Duke® Basketball, we know it all matters because we’re invested in what makes you, you. Let’s work together to build a personalized financial strategy that takes it all into account.

Duke® Basketball is not a current Edward Jones client. They have been compensated for this endorsement. See details at edwardJones.com/sports?utm_term=1898961&utm_source=facebook&utm_medium=social_media&utm_content=3335810&c3nid=1898961_facebook_3335810&c3ch=BranchSocialMedia&EID=MDAwMDAwMDc4NTIyNg%3D%3D.

Financial fraud is becoming more sophisticated, but knowledge remains a strong defense. Learn to recognize common scam t...
10/10/2026

Financial fraud is becoming more sophisticated, but knowledge remains a strong defense. Learn to recognize common scam tactics and warning signs, and take steps to help protect yourself, your loved ones and the wealth you've worked hard to build. Watch this webinar live on Oct. 21 at 3 p.m. CT or on demand after.

Learn more: https://bit.ly/4783aKb

When I talk with clients about retirement, the conversation goes beyond numbers pretty quickly. Yes, we plan for income,...
10/08/2026

When I talk with clients about retirement, the conversation goes beyond numbers pretty quickly. Yes, we plan for income, savings and longevity — but we also talk about what your days will look like, who you’ll spend time with and what will give you a sense of purpose.

If you’re thinking about retirement, let’s make sure you’re prepared for both sides of the equation.

Retirement is more than a financial milestone. It is a psychological transition. Learn how to design the next phase of your life with purpose.

When your career changes unexpectedly, a confident strategy can make all the difference. I’m here to guide you through p...
10/07/2026

When your career changes unexpectedly, a confident strategy can make all the difference. I’m here to guide you through potential financial options and support your next steps. Let’s talk.

Address

8004 Linville Road, Suite A
Oak Ridge, NC
27310

Opening Hours

Monday 7:30am - 7:30pm
Tuesday 7:30am - 7:30pm
Wednesday 7:30am - 7:30pm
Thursday 7:30am - 7:30pm
Friday 7:30am - 6pm
Saturday 7:30am - 2pm
Sunday 1:30pm - 6pm

Telephone

+19842635425

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