portrait of Karena L Bagwell
FINANCIAL ADVISOR

Karena L Bagwell

AAMS™
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Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Portfolio Reviews

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Team Members

  • Caroline Staples
    Branch Office Administrator

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Office Information

Phone

(919) 465-7466

Fax

(866) 360-7860

Office Address

1400 Crescent Green Drive
Suite 130
Cary, NC 27518opens in a new window

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