CONNECT

Address:

319 N. Third Street, Suite 302
Wilmington, NC 28401

Phone:

910-833-7250

Fax/Other:

910-833-7251

My Qualifications

Professional Designations:

  • CFP® - Certified Financial Planner professional

FINRA:

  •  Series 7

  •  Series 9

  •  Series 10

  •  Series 31

  •  Series 63

  •  Series 65

Insurance licensed:

  • Long-Term Care

  • Annuities

  • Life Insurance

 

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals