-Retirement Income Strategies
-Wealth Strategies
-Entrepreneurs & Business Owners
-Charitable Giving
-Insurance & Annuities
I partner with families, professionals, small business owners and retirees in the Raleigh/Durham area who want to create and implement a financial strategy to achieve their goals.

We pride ourselves on helping others imagine their financial potential and guiding them to make informed decisions that will improve their lives and the lives of others. Together, we will work diligently to anticipate your future needs while mitigating risk along the way. We work in partnership with our clients' tax professionals, attorneys and others to understand client goals and dreams and then turn them into financial strategies to help make those goals and dreams a reality.

About Me: I am a limited partner, having joined the Edward Jones team in 2008. I graduated from Lindenwood University in St. Charles, Missouri, with a Bachelor of Science degree in business administration. My passion for continuous learning and planning led me to achieving my CERTIFIED FINANCIAL PLANNER™ certification in 2020.

Over the years, my husband, Matthew, and I have simultaneously cared for our aging parents and grandparents and raised our daughter while growing our respective careers. This personal experience fueled my passion for helping prepare and guide others through similar financial situations. I have a passion for giving back to the community and am a member of Soroptimist International Raleigh, a club focused on helping underserved women strive for economic empowerment through education. In our free time, we enjoy the nature North Carolina offers. We love hiking and traveling the mountains and the beaches.

Rhonda Testa, Sr. Branch Office Administrator, joined Edward Jones in September 2011. She is originally from Raleigh and graduated from Meredith College with a Bachelor of Science degree in business management. Prior to joining Edward Jones, she worked in real estate for 20 years. She has been married for 40 years, has two daughters and six grandchildren. She enjoys gardening and cooking.

If you'd like to learn more about how we will partner with you to achieve what is most important to you, contact us today for an initial consultation at 919-841-0892 or email Mary.Woodard@edwardjones.com.