portrait of Steve Jackson
FINANCIAL ADVISOR

Steve Jackson

CEPA®
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Team Members

  • Harrison Everhart
    Associate Financial Advisor
  • Angela Louya
    Sr. Branch Office Administrator
  • Kendra Steele
    Sr. Branch Office Administrator
  • Caren Hollady
    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

Phone

(336) 224-5329

Fax

(877) 721-2106

Office Address

426 S Main Street
Lexington, NC 27292opens in a new window

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