portrait of David W Beeler
FINANCIAL ADVISOR

David W Beeler

CFP®, AAMS™
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • Special Needs Financial Considerations

Certifications

  • CFP®

    Certified Financial Planner™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Fine Dining
  • Traveling
  • Golfing
  • Cycling
  • Personal Fitness

Team Members

  • Jennifer Konkol
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:30PM
Wed 07:30AM - 04:30PM
Thu 07:30AM - 04:30PM
Fri 07:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(919) 329-7713

Fax

(866) 659-4886

Office Address

8109 Fayetteville Road
Suite 121
Raleigh, NC 27603opens in a new window

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