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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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Holly Barnett

Administrative Assistant / Client Services Associate

704-612-4113 x. 101

Holly Barnett joined C.E. Wealth Group, LLC in November 2022 after spending the previous approximately 8.5 years in the banking industry.  Holly attended Cleveland State...

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Ann Garnett

Registered Client Services Associate