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CE Wealth Group, LLC.

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Carl Edwards, MBA, MFIN, ChFC®, CPFA, 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

Administrative Assistant / 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

Daniel Hill is a paraplanner/client services associate at C.E. Wealth Group, LLC. in Franklin, NC. Daniel is very passionate about the study of personal finance and the impact it has on everyday life. He graduated from North Georgia...

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