As your financial advisor, my first priority is to know you and understand what is important to you. Through my established process, I will help create personalized strategies to help meet your financial goals. I will then partner with you (and I do view it as a partnership) throughout your life to help make sure you stay on track.
Common goals I work with clients on:
- Preparing for Retirement
- Living in Retirement
- Paying for Education
- Preparing for the Unexpected
- Planning Your Estate or Inheritance
I was born and raised here in Concord, just down the road from my office in downtown Concord. I received a business degree from UNC-Wilmington, and worked in Wilmington for eight years before moving back to my home town. My wife, Kellie, and our two children are thankful to live in an area that truly is home.
Connect with me if you are going through a major life transition or would just like a second opinion on your financial affairs.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Entrepreneurs & Business Owners
- Portfolio Reviews
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
- News & Media
Office Address143 Union St S
Concord, NC 28025 opens in a new window
Phone NumberLex Fennell at (704) 793-1189
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