Katie Lazo, Financial Advisor located in Charlotte, NC

Financial Advisor
Katie Lazo

CEPA®, AAMS®
10715 Sikes Pl Suite 110, Charlotte, NC 28227opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Inheritance Guidance
  • Wealth Strategies
  • Retirement Savings Strategies
  • College Savings
  • Charitable Giving

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Traveling
  • Volunteering
  • Hiking
  • Antiquing

Team Members

  • Laura Bower
    Sr. Branch Office Administrator
  • Melissa Talley
    Sr. Branch Office Administrator
  • Patricia Cunningham
    Branch Office Administrator
  • Ashleigh Hall
    Branch Office Administrator
  • Jillian Klosek
    Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 12:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(704) 333-6310

Fax

(855) 529-7970

Office Address

10715 Sikes Pl Suite 110
Charlotte, NC 28227opens in a new window

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