Sam Morrison, Financial Advisor located in Wilkesboro, NC

Financial Advisor
Sam Morrison

CFP®
1309 S Collegiate Dr, Wilkesboro, NC 28697opens in a new window
Accepting New Clients
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Focus Areas

  • Wealth Strategies
  • Values and Faith Based Investing
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Spending Time with Family
  • Golfing
  • Music
  • Health & Nutrition
  • Sports Enthusiast

Team Members

  • Donna Simpson
    Sr. Branch Office Administrator
    FPQP®
  • Tiffany Young
    Branch Office Administrator
  • Jennifer York
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 02:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(336) 838-2928

Fax

(888) 828-8170

Office Address

1309 S Collegiate Dr
Wilkesboro, NC 28697opens in a new window

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