Penney, Murray & Associates

Many people think about rolling over their 401(k) funds when they change jobs or retire. Depending on your age and investment strategy, it may make financial sense to rollover some of your assets while you’re still working and contributing to a 401(k) plan. We can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement® approach, we’ll work together to identify customized financial strategies that can evolve over time. Our goal is to help our clients feel more in charge of their financial lives so that they can pursue their passions—for today and tomorrow—with confidence.


Advisors

Ron Penney

Ron Penney

Private Wealth Advisor

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Amy Yaryan Cole

Amy Yaryan Cole

Financial Advisor

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Stacey Penney

Stacey Penney

Financial Advisor

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Carolyn Crim

Carolyn Crim

Financial Advisor

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Charles W. Ladd

Charles W. Ladd

Financial Advisor

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George Snyder

George Snyder

Financial Advisor

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Dalton J Stockton

Dalton J Stockton

Financial Advisor

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Blake Boyd

Blake Boyd

Financial Advisor

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Team

Kelly Derryberry

Kelly Derryberry

Client Service Manager

Shelia Dossey

Administrative Assistant