Financial Institutions & Investments

Since 1871 Edward Jones has been one of the
most convenient suppliers of reliable financial
products for individual investors. More than 6,700
investment representatives providing a personal
brand of service by discussing the clients
individual investment needs on a one on one basis
Edward Jones' representatives provide
predictable long-term investment opportunities that
include a broad mix of municipal, government and
corporate bonds, mutual funds, common stocks,
and tax advantaged securities. Jonathan Jones,
Investment Representative.

Main Street across from Town Hall. Full service
bank including mortgages, investments and 24
hour banking. Serving North Carolina since 1898.
We're small enough to know you, big enough to
serve you. Member FDIC. Telephone Banking: FC Direct

We know the world is moving at a rapid pace. But
even in this age of the information superhighway,
we still take the time to treat customers like people
instead of a collection

of account numbers and access codes. This
means that in addition to offering a complete range
of banking services, we offer personal attention.
Visit any of our five locations in Watauga and Ashe
Counties. Member FDIC.

"Don't lose sight of the customer" is more than a
motto for Highlands Union Bank and its staff. In 20
years, the community bank has not lost sight of
that vision - not for a moment. To better serve your
busy schedule, our drive-thru locations are open
Monday through Saturday 7:30am to 7:30pm. We
offer free checking, free internet banking and
competitive loan products. Member FDIC.

On September 28, 2009 AF Banking, Insurance
and Investments became LifeStore. The selection
of LifeStore is a branding position with the
customer’s needs at heart. The locally owned
company is transitioning with the needs of its
customers and the changes in the market and
embracing a new non-traditional way of doing
business with LifeStore as their new name. “We
are definitely more than just a name, we are now a
destination where meeting the needs of our
customers are at the heart of our brand. We want
to help our customers prepare financially for
events in their lives whether planned or
un-planned and offer the products and services
our customers need in the way they need it.” said
Bob Washburn, President and CEO.

Located in the Martin House at 1098 Main Street in
Blowing Rock since 1992, we have been offering
low rates, low closing costs, and a smooth,
headache-free loan process. Simply the best
mortgage lender around.

1168 Blowing Rock Road, Boone, NC 28607

617 West King Street (downtown), Boone, NC 28607

Banking, commercial loans, investments,
insurance. Contact Dr. Jeremy Fisher, Market
Executive, Watauga County.

United Community Bank, located at 8433 Valley
Blvd., offers a full line of banking services including
checking, savings, loans, mortgage loans, and
online banking. Please come by to meet our
dedicated and knowledgeable staff… or, call us at
828-295-8072. We are committed to providing you
with the personalized customer service you
deserve.

Complete banking facilities. Serving the Blowing
Rock area since 1937. Member FDIC.

Watauga Equity Management, Inc. is money
management and stock market research firm
serving individuals, corporations, tax qualified
plans, and institutional investors. Our business
focuses on strategies using proprietary research
and “absolute return” trading models and
non-traditional approaches (we are NOT
proponents of “buy and hold”). Our founder, David
Rogers, is author of The 90% Solution: Higher
Returns, Less Risk (2006, Wiley & Co., New York).
In keeping with his book’s primary theme
discussing the importance of overall market
direction to the performance of ANY
well-diversified stock portfolio, Watauga Equity
Management, Inc. emphasizes macroeconomic
themes, including stock market timing, in its
investment management practice. A wholly owned
division, Watauga Equity Research, is an online
service committed to bringing unbiased public
company research to subscribers, priced to
present a clear and compelling value proposition.
The emphasis is on individual micro-, small-, and
mid-cap stocks with “monster” capital appreciation
potential.

For the past 25 years, Bill has tackled nearly every
financial and investment challenge imaginable,
such as: Creating succession strategies for family
business; Legacy-based estate planning;
Developing investment portfolios; and Finding
peaceful solutions among heirs. Allow Bill to
collaborate with your family, business partners,
CPAs and attorneys to simplify your financial life.