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Carl Edwards, MBA, MFIN, ChFC®

Carl Edwards, MBA, MFIN, ChFC®

Founder, Financial Planner

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 Lincoln Financial Securities. as an Investment Adviser Representative and as a Registered Representative. Carl is also a licensed insurance agent in Life, Health, Medicare Supplement, and Long Term Care insurances.

Carl received a Master's of Finance, at Penn State University with a 3.84 GPA. Also, Carl received a Master’s in Business Administration, from the University of Phoenix. In addition to graduating with a 3.88 GPA, Carl was inducted into the Delta Mu Delta International Business Society for his academic excellence while completing his MBA. Carl graduated Cum Laude with a Bachelor’s degree from Lee University. While attending Lee he also received a minor in religion and was honored with numerous academic recognitions. Carl also is honored to be a member of the American MENSA.

Carl is a lifelong resident of North Carolina. He is married to the love of his life, Sofia. Together they share a common faith in Jesus Christ and strive to make Him the center of everything they do in life. Carl’s hobbies include musical instruments, outdoors, and various sports.