Jonathan Proffitt, Financial Advisor located in Fayetteville, NC

Financial Advisor
Jonathan L Proffitt

CEPA®
6200 Ramsey Street Suite 200, Fayetteville, NC 28311opens in a new window
Accepting New Clients
Serving clients with $2,000,000
CallSend Me a Message

Focus Areas

  • Corporate Executives
  • Business Retirement Plans
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Aerospace Professionals
  • Navigating Loss of Spouse

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Aviation
  • Culinary Arts
  • Woodworking
  • Personal Fitness
  • Health & Nutrition

Team Members

  • Isabel Gallardo
    Branch Office Administrator

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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

(910) 488-7535

Fax

(877) 879-8872

Office Address

6200 Ramsey Street Suite 200
Fayetteville, NC 28311opens in a new window

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