Stephen Hedrick, Financial Advisor located in Apex, NC

Financial Advisor
Stephen Hedrick

CFP®, ChFC®, CPWA®, ABFP®, AAMS®
3675 Green Level West Rd, Suite 201, Apex, NC 27523opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Corporate Executives
  • Estate & Legacy Strategies
  • Charitable Giving
  • Employee Stock Options
  • College Savings

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • CPWA®

    Certified Private Wealth Advisor®

  • ABFP®

    Accredited Behavioral Finance Professional™

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Volunteering
  • Music
  • Camping
  • Sports Enthusiast
  • Trivia

Team Members

  • Olga Gomez
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(919) 267-3147

Fax

(833) 274-3024

Office Address

3675 Green Level West Rd
Suite 201
Apex, NC 27523opens in a new window

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