Karena Bagwell, Financial Advisor located in Cary, NC

Financial Advisor
Karena L Bagwell

AAMS®
1400 Crescent Green Drive, Suite 130, Cary, NC 27518opens in a new window
Accepting New Clients
Serving clients with $500,000
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Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Portfolio Reviews

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

Team Members

  • Haley Jackson
    Branch Office Administrator

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Office Information

Phone

(919) 465-7466

Fax

(866) 360-7860

Office Address

1400 Crescent Green Drive
Suite 130
Cary, NC 27518opens in a new window

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