
Financial Advisor
Jonathan L Proffitt
CEPA®
6200 Ramsey Street Suite 200, Fayetteville, NC 28311opens in a new windowNew Client Waitlist
Serving clients with $10,000,000 plus
Focus Areas
- Entrepreneurs & Business Owners
- Employee Stock Options
- Business Retirement Plans
- Corporate Executives
- Estate & Legacy Strategies
- Inheritance Guidance
Focus Areas
- Entrepreneurs & Business Owners
- Employee Stock Options
- Business Retirement Plans
- Corporate Executives
- Estate & Legacy Strategies
- Inheritance Guidance
Financial Advisor Certifications
CEPA®
Certified Exit Planning Advisor®
Personal Interests
- Aviation
- Culinary Arts
- Woodworking
- Personal Fitness
- Health & Nutrition
Team Members
Isabel GallardoBranch Office Administrator
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| 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
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