Dan Roberts, Financial Advisor located in New Bern, NC

Financial Advisor
Dan Roberts

AAMS®
301 South Front Street, Bldg 1 Ste A, New Bern, NC 28560opens in a new window
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Charitable Giving

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Traveling
  • Hiking
  • Fishing
  • Hunting
  • Spending Time with Family

Team Members

  • Angie Martin
    Registered Branch Associate
  • Merritt Roberts
    Associate Financial Advisor
  • Ashley Carpenter
    Registered Branch Associate

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon Closed for Holiday
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

(252) 633-5263

Fax

(877) 703-1189

Office Address

301 South Front Street
Bldg 1 Ste A
New Bern, NC 28560opens in a new window

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