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Address:

700 East Blvd, Suite 3


Charlotte

,

NC

28203

Phone:

704-945-6988

Fax/Other:

704-943-0835

Our Team

Jona Moody, CFP®

Jona Moody, CFP®

Senior Vice President of Wealth Management

Patricia Van Pelt

Patricia Van Pelt

Senior Vice President of Investments

Wells Van Pelt

Wells Van Pelt

ManagingDirector

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Check the background of this financial professional on FINRA's BrokerCheck