2025 Board of Directors



Jim Engelman Jr
I am a financial advisor with a passion to serve individuals, families, and businesses within my community in a meaningful way. My Senior Branch Office Administrator, Melissa Hughes, my true partner in serving our community, and I are here to build our community through serving. She excels at taking care of our clients' administrative needs with exceptional personalized and prompt attention. Together, Melissa, and I have over 18 years of combined experience serving clients and look forward to partnering with you to help meet your goals and strategies.
I have a background in financial strategies, along with the ability to help guide in more unique situations. A few of which include working with trusts, special needs, caretakers and business specific strategies. I am here to be a partner and mentor in my clients' lives, guiding through life's many events and investment decisions, so that you can move forward with confidence and security. I believe education is one of the foundation blocks in our relationship and strive for every interaction to be one that is educational and improves each clients' position in their goals.
I am originally from Sawmills, NC, and later relocated with my family for some time to enjoy the Colorado Mountains. As blessed as I was to spend time in the Rockies, I am extremely happy to return home here in Marion, NC, where my family and I can enjoy everything that the Blue Ridge Mountains have to offer! I have four children, one of which is grown and off to college. When I am not working, I enjoy spending my time with them and enjoying time deep in the mountains or enjoying art and festivals.
As a financial advisor with Edward Jones, I am able to build a business that serves the people and community I care for deeply. I am not only passionate about helping people meet their goals, but also getting to know them on a personal level, so we can ensure together what we focus on aligns to their priorities.
I would greatly appreciate the opportunity to serve you and your family and to understand your financial priorities. It all starts with a conversation – Let's visit soon!









Stephanie Swepson Twitty
