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FINANCIAL ADVISOR

Clay Woodruff

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Focus Areas

  • Business Retirement Plans
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • LGBT Finances

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Fax

(877) 207-3542

Branch Team

  • Lisa Kennedy
    Sr. Branch Office Administrator

Office Address

5110 Park Road Suite 2 I
Charlotte, NC 28209opens in a new window

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