Ethan Gilley, Financial Advisor located in Lenoir, NC

Financial Advisor
Ethan Gilley

CFP®, ChFC®, CEPA®, AAMS®
136 Tremont Park Dr NE, Lenoir, NC 28645opens in a new window
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Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Personal Fitness
  • Vintage Cars
  • Motorcycles
  • Health & Nutrition
  • Reading

Team Members

  • Christy Hayes
    Sr. Branch Office Administrator
    FPQP®
  • Julie Smith
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(828) 759-9333

Fax

(888) 839-0531

Office Address

136 Tremont Park Dr NE
Lenoir, NC 28645opens in a new window

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