Dylan Hales, Financial Advisor located in Monroe, NC

Financial Advisor
Dylan Hales

CFP®, CKA®
107 E Jefferson St Ste C, Monroe, NC 28112opens in a new window
Accepting New Clients
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Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Charitable Giving
  • Values and Faith Based Investing

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CKA®

    Certified Kingdom Advisor®

Personal Interests

  • Football
  • Basketball
  • Personal Fitness
  • Pickleball
  • Outdoor Enthusiast

Team Members

  • Alyssa Seigler
    Sr. Branch Office Administrator
  • Susan Arthur
    Sr. Branch Office Administrator
  • Alissa Martos
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(704) 684-0103

Fax

(877) 222-9219

Office Address

107 E Jefferson St Ste C
Monroe, NC 28112opens in a new window

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