Kent Thompson, CFP®, MSFS
Financial Advisor

CONNECT

Address:

8816 Six Forks Road, Suite 301
Raleigh, NC 27615

Phone:

(919) 719-3824

Our Team

 
  • David Booker, CFP®, CRPC®

    Financial Planner

  • Kelly Bradley

    Practice Administrator

  • M. Sean Godwin

    Investment Advisor Representative

  • Jeff Harless

    Client Solutions Specialist

  • Trevor Lawson, AIF®, RICP®

    Financial Advisor

  • William Smith, CFP®, AIF®, AEP®, RICP®, LUTCF, CLTC

    Advanced Planning Advisor, Team Leader

  • Scott D. Sorrell, CLU®, ChFC®, CFP®, AIF®, RICP® CASL®, CLTC

    Advanced Planning Advisor

  • Kent Thompson, CFP®, MSFS

    Financial Advisor