Edwin Shields, Jr., CRPC®

Edwin Shields, Jr., CRPC®

    • Senior Vice President - Investments
    • Chartered Retirement Planning Counselor
    • Fundamental Choice Portfolio Manager
    Growing up I loved cars. My dad received annual reports for his GM stock and I saw pictures of the CEO standing with a Corvette, Camaro or a GTO. I wanted to be the president of GM. What a great job, you get to be around cars all the time! I had a lot to learn, and would not want that job today. The one thing I did know is that I wanted a car as soon as I could drive. It motivated me to work and save.

    My first job, at age nine, was mowing lawns. I would mow five lawns a week. I had a goal in mind and enjoyed the work. I rode my bike to nearby car dealers just to look at the new cars. I learned to set a goal and to take steps to reach it. As a Financial Advisor, I do the same for our clients. I help them visualize their goals and put plans in place to reach them. I am fortunate to be a part of a team of professionals that help our clients plan for retirement, manage their investments, and prepare for their family's future.

    Money is the vehicle my clients use to reach their goals, but not the goal itself. My role is to help them take the steps necessary so they can do what they enjoy most. I live in the Charlotte area with my wife and our two dogs. I enjoy travelling, boating, music, and yes, cars.

    CA Insurance License Number 0G23073. Resident State NC


    • Albright College


    • English