Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investments
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 65 - Uniform Investment Adviser Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 7 - General Securities Representative Examination
  • Series 22 - Direct Participation Programs Representative
  • Series 6 - Investment Company Products/Variable Contracts Representative

Education

  • Bachelor of Science, University of Georgia, 1978

Interests

Because of my love for the outdoors, I am involved with a number of conservation organizations. I also spend the majority of my leisure time outdoors bicycling, kayaking, gardening and traveling .

Community participation

Connie has volunteered over the past 20 years with a variety of animal rights and rescue organizations . She is currently a member of the NC Sierra Club , The Nature Conservancy , the Cowpasture River Preservation Assoc.in Bath County, VA , and the Cateret County Wildlife Club in Morehead City ,NC. She is a charter member of the Women’s History Museum in Washington , DC and a member of Empower Women , the United Nations global network championing women’s economic empowerment worldwide .

Previous experience

  • Financial Advisor, Wells Fargo Advisors, New Bern, NC, 2003-2020
  • Financial Advisor, Prudential, 1986-2003
  • Financial Advisor, IDS Financial Services, 1984-1986

About My Practice

With 38 years experience in the financial services industry, I am committed to helping clients plan to achieve financial success. Through a comprehensive approach to financial planning, I engage clients in a process that helps clarify priorities and sets the stage to reach their goals and objectives. I focus on investment planning, retirement planning, and wealth management strategies for individuals and families. I offer knowledgeable investment advice including ideas on Social Impact Investing, one of the fastest growing sectors in the investment industry. Additionally, I strive to provide a level of service that exceeds expectations.