Pat Phelan, Financial Advisor

FINANCIAL ADVISOR
Pat Phelan

CFP®, AAMS™
77 Vilcom Center Drive, Suite 160, Chapel Hill, NC 27514opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Sustainable investing

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Tennis

Team Members

  • Joann Case
    Sr. Branch Office Administrator
  • Julia Rinehart
    Branch Office Administrator

Send Me a Message

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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

Phone

(919) 969-9104

Fax

(877) 222-0640

Office Address

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

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