Jordan Cantrell, Financial Advisor

FINANCIAL ADVISOR
Jordan L Cantrell

CFP®, CEPA®, AAMS™
258 W Main St, Washington, NC 27889opens in a new window
New Client Waitlist
Serving clients with $2,000,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Special Needs Financial Considerations
  • Employee Stock Options
  • Charitable Giving

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Reading
  • Spending Time with Family
  • Traveling
  • Dancing
  • Personal Fitness

Team Members

  • Lisa Clark
    Registered Branch Associate
  • Terry Woolard
    Sr. Branch Office Administrator
  • Bailey Pope
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(252) 940-1803

Fax

(855) 644-7664

Office Address

258 W Main St
Washington, NC 27889opens in a new window

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