portrait of Jordan L Cantrell
FINANCIAL ADVISOR

Jordan L Cantrell

CFP®, CEPA®, AAMS™
CallSend Me a Message

Focus Areas

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

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

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Fax

(855) 644-7664

Branch Team

  • Kimberly Wagner
    Sr. Branch Office Administrator
  • Laura Bailey
    Branch Office Administrator

Office Address

1296 John Small Ave
Washington, NC 27889opens in a new window

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