Jolene Philpott, Financial Advisor located in Salisbury, NC

Financial Advisor
Jolene M Philpott

MBA, CFP®, CEPA®, AAMS®, CKA®
460 Jake Alexander Blvd West, Salisbury, NC 28147opens in a new window
Referrals Only
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Divorce Finances

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

  • CKA®

    Certified Kingdom Advisor®

Personal Interests

  • Spending Time with Family
  • Traveling
  • Hiking
  • Personal Fitness

Team Members

  • Kerry Ernst
    Associate Financial Advisor
  • Miranda Morris
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Phone

(704) 633-8300

Fax

(888) 235-2862

Office Address

460 Jake Alexander Blvd West
Salisbury, NC 28147opens in a new window

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