

Financial Advisor
David J Byrne II
CFP®
18805 W Catawba Ave Suite 206, Cornelius, NC 28031opens in a new windowFocus Areas
- Wealth Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Employee Stock Options
- Retirement Income Strategies
Focus Areas
- Wealth Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Employee Stock Options
- Retirement Income Strategies
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Personal Interests
- Golfing
- Spending Time with Family
- Traveling
- Outdoor Enthusiast
Team Members
Haley OwenSr. Branch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Sat | Closed |
| Sun | Closed |
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