Deidra E. Willis, CLU®, CFP®

Financial Advisor

My Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 
Brenna Sullivan

Brenna Sullivan

Associate Wealth Management Advisor
Office 704-365-2014

Core team member ensuring client's investment vision are properly excuted  

 
 

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