Danny Vey, Financial Advisor located in Charlotte, NC

Financial Advisor
Danny Vey

CFP®
7251 Pineville Matthews Rd, Suite 200, Charlotte, NC 28226opens in a new window
Accepting New Clients
Serving clients with $750,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Spending Time with Family
  • Traveling
  • Auto Racing
  • Personal Fitness

Team Members

  • Riann Barlow
    Registered Branch Associate

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(704) 544-5040

Fax

(877) 503-1455

Office Address

7251 Pineville Matthews Rd
Suite 200
Charlotte, NC 28226opens in a new window

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