portrait of Loy Adkins

About Loy

My life has always had a theme of serving others. Be it from helping people make career changes via my career in recruiting, to helping youth making memories at the YMCA, to moving to Raleigh to plant and build Elevation Church's Raleigh location. Being a financial advisor is now providing me the opportunity to find fulfillment in helping my clients build long-term, personalized strategies to reach goals that matter the most to them.

I seek to serve clients that are looking to create processes to organize, build, protect and transfer their wealth. Most of our clients are established professionals that...

Focus Areas

  • Wealth Strategies
  • Values and Faith Based Investing
  • Retirement Savings Strategies
  • College Savings
  • Information Technology Professionals
  • Business Retirement Plans

Education

  • Gardner-Webb UniversityBachelor of Arts

Personal Interests

  • Active Lifestyle
  • Camping
  • Running
  • Volunteering
  • Podcasts

Team Members

  • Suzanne Swogger
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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