Emily Farrell

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 listenin

g 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.

Talking to your family about money can be hard, but learning how to have productive conversations can actually help your...
09/03/2026

Talking to your family about money can be hard, but learning how to have productive conversations can actually help your finances.

Learn about topics, strategies, and best practices for having family conversations about money. From Edward Jones and EVERFI

New job? What should you do with your 401(k)? Here are four potential options for your 401(k) when leaving an employer.
09/01/2026

New job? What should you do with your 401(k)? Here are four potential options for your 401(k) when leaving an employer.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

You’ve worked hard to build your portfolio and assets—but not having the right estate documents in place may make it mor...
08/31/2026

You’ve worked hard to build your portfolio and assets—but not having the right estate documents in place may make it more difficult for your wishes to be carried out after death.

Get insights from Edward Jones professionals, and see what our strategists' perspectives mean for you.www.edwardjones.com/us-en

Fraud awareness and prevention is important, especially when you have a family to look after. Here’s what you need to kn...
08/29/2026

Fraud awareness and prevention is important, especially when you have a family to look after. Here’s what you need to know about staying safe from scams.

What you need to know to better protect you and your family from today's scams and fraud tactics.www.edwardjones.com/us-en

When you consolidate your retirement accounts with my office, I can see the “big picture” of your retirement savings mor...
08/27/2026

When you consolidate your retirement accounts with my office, I can see the “big picture” of your retirement savings more clearly and help align your strategy with it.

You work hard for your income. Here are some ways to help ensure your retirement dollars are working hard for you.www.edwardjones.com/us-en

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents ca...
08/25/2026

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents can help you determine how to address your unique needs. Here's what you should know.

A comprehensive estate plan involves multiple documents, but two key ones include a will and a living trust. It’s important to understand how these documents differ.www.edwardjones.com/us-en

08/24/2026

I understand how overwhelming it can feel in the wake of a job loss. Review these adjustments to your financial strategy that could help. I'm also happy to discuss how you may be able to prioritize your budget as you seek your next career opportunity.

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If you’re thinking about how to create steady income in retirement, an annuity may be worth considering. It can help cov...
08/22/2026

If you’re thinking about how to create steady income in retirement, an annuity may be worth considering. It can help cover essential expenses and add predictability to your plan — especially when markets fluctuate. If you’d like to understand whether an annuity aligns with your goals, I’m here to walk you through your options.

As you get closer to retirement, your focus typically shifts from saving for the future to generating income from what you’ve saved.www.edwardjones.com/us-en

Conflict-driven market swings grab attention, but they rarely change the long-term trajectory. Here’s a clear look at wh...
08/21/2026

Conflict-driven market swings grab attention, but they rarely change the long-term trajectory. Here’s a clear look at what history has shown time and again.

Staying invested despite geopolitical events can pay off in the long run.

If your home has been damaged, you don’t have to face the financial decisions alone. I can help you understand how to ha...
08/20/2026

If your home has been damaged, you don’t have to face the financial decisions alone. I can help you understand how to handle unexpected costs, and where to find support, so you can start regaining your footing with confidence.

When disaster strikes: 4 steps to take when your home takes a hitwww.edwardjones.com/us-en

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

Website

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