Winston-Salem Office - Stratford Street

Satellite Office

203 S. Stratford Street, Suite 236
Winston-Salem, NC 27103

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    MAIN OFFICE


    Our Financial Professionals

    1. Lee R. Aldridge

      Winston-Salem Office - Stratford Street

      Focus:

      • Insurance Strategies
      • Investment Strategies
      • Retirement Income Planning

      Languages:

      • English
      • Richard "Rick" Basham, Jr

        CFP®

        Winston-Salem Office - Stratford Street

        Focus:

        • Insurance Strategies
        • Business Owners
        • Investment Strategies

        Languages:

        • English
        • James "Bryan" Daniel

          LUTCF®

          Winston-Salem Office - Stratford Street

          Focus:

          • Insurance Strategies
          • Business Owners
          • Investment Strategies
          • Special Care

          Languages:

          • English
          • Kenneth Davis

            ChFC®, CLU®, LUTCF®

            Winston-Salem Office - Stratford Street

            Focus:

            • Insurance Strategies
            • Business Owners
            • Investment Strategies

            Languages:

            • English
            • David Jacobius

              MBA

              Winston-Salem Office - Stratford Street

              Focus:

              • Insurance Strategies
              • Business Owners
              • Investment Strategies

              Languages:

              • English
              • George H. Kitchen

                Winston-Salem Office - Stratford Street

                Focus:

                • Insurance Strategies
                • Investment Strategies
                • Business Owners
                • Retirement Income Planning
                • Show More

                Languages:

                • English
                • Joy M. Richardson

                  LUTCF®

                  Winston-Salem Office - Stratford Street

                  Focus:

                  • Insurance Strategies
                  • Business Owners
                  • Investment Strategies

                  Languages:

                  • English
                  • Danny Steelman

                    LUTCF®

                    Winston-Salem Office - Stratford Street

                    Focus:

                    • Insurance Strategies
                    • Business Owners
                    • Retirement Income Planning
                    • College Funding Strategies
                    • Show More

                    Languages:

                    • English
                    • Shannon Thompson

                      CFP®

                      Winston-Salem Office - Stratford Street

                      Focus:

                      • Insurance Strategies
                      • Business Owners
                      • Investment Strategies

                      Languages:

                      • English
                      CRN202109-253382