

Focus Areas
- Retirement Income Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- Entrepreneurs & Business Owners
- Employee Stock Options
Focus Areas
- Retirement Income Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- Entrepreneurs & Business Owners
- Employee Stock Options
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Personal Interests
- Spending Time with Family
- Golfing
- Fishing
- Surfing
- Running
Team Members
Kerry StantonSr. Branch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:00PM |
| Sat | By Appointment Only |
| Sun | Closed |
Phone
(252) 504-2454Fax
(855) 379-2084Office Address
601 Cedar St Suite BBeaufort, NC 28516opens in a new window
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