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CE Wealth Group, LLC.

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Team

Carl Edwards, MBA, MFIN, ChFC®, is a Chartered Financial Consultant® designee and has passed the Series 7, Series 66, and Series 63 securities industry exams. In addition, he has passed the Series 24 principal exam. He represents...

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Beatriz Mesa

Paraplanner / Client Services Associate

704-612-4113 x. 101

Beatriz Mesa joined C.E. Wealth Group during August of 2020 and comes to us with over 15 years of finance and legal industry experience. Beatriz attained her NC State license for Life and Health insurance in October 2020. She is also a...

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Daniel Hill

Paraplanner / Client Services Associate

704-612-4113 x. 103