Roy Boone, Financial Advisor located in Mooresville, NC

Financial Advisor
Roy E Boone

MBA, AAMS®
151 Welton Way, Mooresville, NC 28117opens in a new window
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Employee Stock Options
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Divorce Finances
  • Intergenerational Planning

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Volunteering
  • Sailing
  • Photography
  • Scuba Diving
  • Volleyball

Team Members

  • Jonathan Boone
    Registered Branch Associate Trainee
  • Monika Moore
    Registered Branch Associate
  • Susan Dralle
    Sr. Branch Office Administrator

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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 - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(704) 662-9454

Fax

(888) 507-9460

Office Address

151 Welton Way
Mooresville, NC 28117opens in a new window

Mailing address

P O Box 3366
Mooresville, NC 28117

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