6115 PARK SOUTH DRIVE, SUITE 200 | CHARLOTTE, NC 28210
PHONE: (704) 552-8507 | FAX: (704) 554-6073
Financial Advisor/Team Lead
Phone: 704-552-8507 ext. 818
Fax: 704-554-6037
jhoward@CPlanning.com
Investment Specialist
Phone: 704-552-8507 ext. 801
Fax: 704-554-6037
dtaylor@CPlanning.com
Investment Specialist
Phone: 980-360-2684
Fax: 704-554-6037
matthew.jellison@cplanning.com
Client Relationship Manager
Phone: 980-340-6681
Fax: 704-554-6037
s.minervini@cplanning.com
Medical Insurance Specialist
Phone: 704-552-8507 ext. 881
Fax: 704-554-6037
dhudson@CPlanning.com
Advisor Support Specialist
Phone: 980-235-7859
Fax: 704-554-6037
melissa.mcconnell@CPlanning.com
Phone: 704-552-8507 ext. 862
Fax: 704-554-6037
tyler.odonnell@CPlanning.com