Edward Jones - Financial Advisor - Trevor D. Haga

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Edward Jones - Financial Advisor - Trevor D. Haga I believe that my previous experience in public accounting brings a fresh perspective to financial advising as well as credibility as an advisor.

I work with individuals and families in the community to help them map out long-term investment strategies and to create meaningful legacies for transferring wealth. I graduated from the University of North Carolina at Chapel Hill's Kenan-Flagler Business School with a Bachelor of Science in Business Administration in 2015 and a Master's in Accounting in 2018. I began my professional accounting ca

reer at BDO in Raleigh, NC, where I spent four years in public accounting working with publicly traded and private companies and earning my CPA license. I developed strong critical thinking skills that help me understand my clients and their financial situation and ultimately help them achieve their financial goals. Though I'm originally from Raleigh, my wife, Caroline, has deep roots in Reidsville. We moved back to Reidsville not only for the small-town life, but also so Caroline could join her family's CPA firm, J. Michael Fargis & Associates, and help her mom, Marie, carry on the family business. Outside of the office, I enjoy spending time with my wife, Caroline, our son, Martin, and our cockapoo, Daisy. As UNC alumni, my wife and I enjoy attending UNC football, basketball and baseball games. We are also big fans of the Carolina Hurricanes and Braves. Relationships are key, and in my view, meeting face to face builds strong relationships. I meet when it’s convenient for my clients because I recognize the challenging needs of their lives. Contact me to discuss your situation and options.

​​Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
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After a nice rally in the markets, investors face increasing walls of worry about higher tariffs rates and a softer labo...
04/08/2025

After a nice rally in the markets, investors face increasing walls of worry about higher tariffs rates and a softer labor market. However, the likelihood of Fed rate cuts has also increased, combined with some fiscal stimulus coming from the new tax bill, which may offer a better backdrop as we head into 2026.

A summary of last week's market highlights and economic news.

Summer’s heating up, and so is the market. Strong returns and low volatility have buoyed investor sentiment, but a pivot...
28/07/2025

Summer’s heating up, and so is the market. Strong returns and low volatility have buoyed investor sentiment, but a pivotal week ahead could shake things up. We explore short-term risks and share our cautiously optimistic view for the rest of 2025 in our Weekly Market Wrap.

A summary of last week's market highlights and economic news.

Despite the uncertainty that began earlier this year, markets have been able to climb several walls of worry, supported ...
21/07/2025

Despite the uncertainty that began earlier this year, markets have been able to climb several walls of worry, supported by solid economic fundamentals. We share our outlook for the back half of the year: https://bit.ly/4f1nAHF

Stocks held near record highs, new tariffs were announced, and the H.R. 1 bill was signed into law. We dig into what the...
14/07/2025

Stocks held near record highs, new tariffs were announced, and the H.R. 1 bill was signed into law. We dig into what the past week or so might mean for investors: https://bit.ly/4kGLzNE

The first half of 2025 provided plenty of twists and turns for investors. With the second half of the year likely to bri...
07/07/2025

The first half of 2025 provided plenty of twists and turns for investors. With the second half of the year likely to bring its own share of uncertainties, we highlight three key themes and corresponding portfolio opportunities to help investors navigate the second half: https://bit.ly/46g6tzR

While momentum is likely on investors' side in the near term, there are key catalysts in the weeks ahead that markets wi...
30/06/2025

While momentum is likely on investors' side in the near term, there are key catalysts in the weeks ahead that markets will have to digest: https://bit.ly/4lgYS8D

With both policymakers and markets likely to remain in wait-and-see mode through the summer, we explore five key questio...
23/06/2025

With both policymakers and markets likely to remain in wait-and-see mode through the summer, we explore five key questions that could shape the second half of 2025: https://bit.ly/4675Isr

As we head to the second half of the year, there are several catalysts to monitor: trade negotiations with China and oth...
16/06/2025

As we head to the second half of the year, there are several catalysts to monitor: trade negotiations with China and other economies, a potential tax bill in the U.S. and ongoing geopolitical tensions: https://bit.ly/44iP2gn

Summer isn't typically associated with tests, but this year may be an exception for markets. We share our views on key m...
09/06/2025

Summer isn't typically associated with tests, but this year may be an exception for markets. We share our views on key market and economic drivers ahead of a potentially eventful next couple months.

A summary of last week's market highlights and economic news.

Markets were focused largely on two drivers – mega-cap tech earnings and tariff headlines – this past week. Get our anal...
02/06/2025

Markets were focused largely on two drivers – mega-cap tech earnings and tariff headlines – this past week. Get our analysis and considerations for investors in this backdrop in our latest Weekly Market Wrap: https://bit.ly/445dWz1

With trade developments widely covered, we're focusing on three additional catalysts behind the market's shift in tone: ...
27/05/2025

With trade developments widely covered, we're focusing on three additional catalysts behind the market's shift in tone: a credit rating downgrade by Moody’s, a weak 20-year Treasury auction and news that the House passed a reconciliation bill—“One Big Beautiful Bill”—which extends expiring tax cuts and proposes new ones: https://bit.ly/4dF4XZA

Recent trade developments between the U.S. and China and within tech are a welcomed reprieve by markets. We focus on wha...
19/05/2025

Recent trade developments between the U.S. and China and within tech are a welcomed reprieve by markets. We focus on what's key for goal-oriented investors as policy conversations shift: https://bit.ly/4koMdj3

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