Who We Are

Meet the team eager to earn your trust and ease your concerns ahead of retirement.


Carl Edwards, MBA, MFIN, ChFC®, CPFA Founder, Financial Advisor

Known for his knack to continuously learn and adapt to fast-changing industries, Carl Edwards serves in a role that empowers him to utilize those skills daily while making a difference in the lives of his clients.

Carl is an Investment Adviser Representative who can offer insurance and investment products and services. He founded C.E. Wealth Group in 2013 as the result of a lifelong interest in business finance and a passion for helping others. Carl earned a Master of Finance from Penn State University and a bachelor’s degree from Lee University, where he graduated magna cum laude. Before becoming a financial professional, he owned and operated an internet and networking company that serviced clients nationwide.

A lifelong resident of North Carolina, Carl is married to the love of his life, Sofia. They share a common faith in Jesus Christ and strive to make Him the center of everything they do. Carl and Sofia have four wonderful children and currently reside in Otto, North Carolina, with the family’s three horses and an Australian shepherd named Snickers. When he’s not at the office, Carl enjoys spending time on anything involving his church, music or the outdoors.

Charles “Rex” Strickland

Financial Advisor

Bill Roland

Financial Advisor

Ann Garnett

Registered Client Services Associate

Holly Barnett

Administrative Assistant / Client Services Associate

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