Mary Elizabeth Twiddy, Financial Advisor located in Fuquay Varina, NC

Financial Advisor
Mary Elizabeth Twiddy

CFP®, CEPA®, AAMS®
108 E Vance Street, Fuquay Varina, NC 27526opens in a new window
Accepting New Clients
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Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Retirement Income Strategies
  • Military Professionals & Veterans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Mountain Biking
  • Swimming
  • Volunteering

Team Members

  • Hannah Holmes
    Sr. Branch Office Administrator
  • Latasha Harrington
    Branch Office Administrator
    FPQP®
  • Michelle Moniz
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(919) 552-0102

Fax

(877) 222-7247

Office Address

108 E Vance Street
Fuquay Varina, NC 27526opens in a new window

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