

Financial Advisor
Melanie Marlow
RICP®, AAMS®, ADPA®
1540 E Front St Suite 104, Clayton, NC 27527opens in a new windowFocus Areas
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Intergenerational Planning
- Wealth Strategies
Focus Areas
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Intergenerational Planning
- Wealth Strategies
Financial Advisor Certifications
RICP®
Retirement Income Certified Professional®AAMS®
Accredited Asset Management Specialist™ADPA®
Accredited Domestic Partnership Advisor™
Personal Interests
- Traveling
- Spending Time with Family
- Cooking
- Home Improvement
- Landscape Design
Team Members
Laurie HuckSr. Branch Office AdministratorFPQP®
Kelly SantryBranch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 09:00AM - 01:00PM |
| Sat | Closed |
| Sun | Closed |
Phone
(919) 359-8444Fax
(877) 408-3473Office Address
1540 E Front St Suite 104Clayton, NC 27527opens in a new window
Mailing address
Po Box 1755Clayton, NC 27528
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