

Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
- Charitable Giving
- Divorce Finances
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®AAMS®
Accredited Asset Management Specialist™
Personal Interests
- Fishing
- Camping
- Traveling
- Football
Team Members
Arthur GrossBranch Office Administrator
Sharon PerdueBranch Office AdministratorFPQP®
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | Closed |
| Sun | Closed |
Phone
(828) 369-5383Fax
(877) 837-4948Office Address
81 W Main StFranklin, NC 28734opens in a new window
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