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Keith Nowokunski, Financial Advisor

FINANCIAL ADVISOR
Keith Nowokunski

CEPA®
2100 Crescent Avenue Ste 150, Charlotte, NC 28207opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • Charitable Giving

About Keith

A passion for helping people and guiding them through complex landscapes led me to my career as a financial advisor over 17 years ago. Since then, I have advised clients during different life stages, complex financial situations and ever-changing market conditions.

I work primarily with a select group of successful individuals, families, executives and business owners who, among other things, aspire to a work-optional lifestyle.

After first taking time to listen and thoroughly understand what is important to our clients, I use an established process to build personalized strategies to help meet their goals. Then we help quarterback a team of...

Work History

  • Edward JonesJuly 2005 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Winthrop UniversityMasters
  • Univ of NC-Chapel HillBachelors

Personal Interests

  • Martial Arts
  • Karate
  • Hiking
  • Community Outreach
  • History and Museums

Team Members

  • Elisa Bailey
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Phone

(704) 557-9231

Fax

(866) 462-1798

Office Address

2100 Crescent Avenue Ste 150
Charlotte, NC 28207opens in a new window

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