Edward Jones , Financial Advisor: Charles F Simon, AAMS® is a wealth‑management firm in Holly Springs, GA. He provides personalized financial guidance to individuals and families, concentrating on retirement savings strategies, retirement income strategies, wealth strategies, portfolio reviews, and estate & legacy strategies. As an Accredited Asset Management Specialist™ (AAMS®), Simon brings recognized expertise to the Holly Springs community and surrounding areas, and his practice holds a 5.00‑star rating.
The office operates Monday through Friday from 8:30 a.m. to 5:00 p.m., with Saturday appointments available and Sunday closed. Supporting Simon are branch office administrators Avery Warren and Nicole Hallmark, who help manage client interactions. Simon’s focus areas are complemented by his commitment to community outreach and personal interests in fitness, health, nutrition, and motorcycles, reflecting a well‑rounded approach to client relationships. The office’s contact details are (678) 493‑9520 and fax (877) 568‑7524, located at 3760 Sixes Rd Suite 114.
Clients benefit from Simon’s certified expertise and the comprehensive suite of strategies he offers, which are designed to help them achieve financial goals and secure their legacies within the Holly Springs region.
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