Advisor profile


What you can expect when you work with me

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.

Get started
40
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investments

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

Previous experience

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

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 .

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 .