Ursula Strong, Financial Advisor located in Greensboro, NC

Financial Advisor
Ursula M Strong

CFP®, CEPA®, SE-AWMA®
2275 Vanstory St, Greensboro, NC 27403opens in a new window
Accepting New Clients
Serving clients with $500,000
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Focus Areas

  • NIL & College Athletes
  • Professional Athletes
  • Entertainment Industry
  • Corporate Executives
  • Divorce Finances
  • Retirement Income Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • SE-AWMA®

    Sports and Entertainment Accredited Wealth Management Advisor™

Personal Interests

  • Spending Time with Family
  • Health & Nutrition
  • Personal Fitness
  • Pickleball
  • Sports Enthusiast

Team Members

  • Dajuan Taylor
    Registered Branch Associate
  • Melissa Efird
    Sr. Branch Office Administrator
  • Melissa Stewart
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(336) 542-3280

Fax

(877) 252-3527

Office Address

2275 Vanstory St
Greensboro, NC 27403opens in a new window

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