Focus Areas
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Intergenerational Planning
- New Investors
- Divorce Finances
- College Savings
Certifications
AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Spending Time with Family
- Horseback Riding
- Pets
- Hunting
- Reading
Team Members
- Ashley AllenSr. Branch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:00PM |
Mon | 08:30AM - 04:00PM |
Tue | 08:30AM - 04:00PM |
Tue | 08:30AM - 04:00PM |
Wed | 08:30AM - 04:00PM |
Wed | 08:30AM - 04:00PM |
Thu | 08:30AM - 04:00PM |
Thu | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:00PM |
Mon | 08:30AM - 04:00PM |
Tue | 08:30AM - 04:00PM |
Tue | 08:30AM - 04:00PM |
Wed | 08:30AM - 04:00PM |
Wed | 08:30AM - 04:00PM |
Thu | 08:30AM - 04:00PM |
Thu | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Phone
(919) 934-0595Fax
(866) 604-5090Office Address
3560 Hwy 301 South, Suite BSmithfield, NC 27577opens in a new window
Mailing address
P O Box 1627Smithfield, NC 27577
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