portrait of Pat Phelan
FINANCIAL ADVISOR

Pat Phelan

CFP®, AAMS™
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Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Socially Conscious Investing

Certifications

  • CFP®

    Certified Financial Planner™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Tennis

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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 - 04:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Fax

(877) 222-0640

Branch Team

  • Joann Case
    Sr. Branch Office Administrator

Office Address

77 Vilcom Center Drive
Suite 160
Chapel Hill, NC 27514opens in a new window

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