portrait of Brian Mathis
FINANCIAL ADVISOR

Brian Mathis

CFP®
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities

Certifications

  • CFP®

    Certified Financial Planner™

Personal Interests

  • Golfing
  • Personal Fitness
  • Vintage Cars

Team Members

  • Jackie Barnes
    Sr. Branch Office Administrator
  • Riquita Taylor
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(919) 775-4443

Fax

(877) 593-3398

Office Address

503 Carthage Street Suite 200
Sanford, NC 27330opens in a new window

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