Our Team

• 

  Chris Jones, CFP®, CKA®, CPA

  Financial Advisor

  Phone Number (336) 333-0176

  Email chrisjones@carolinafinancialadvisors.com

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• 

  Bill Poland CRPS®, CRPC®, CKA®

  Financial Advisor

  Phone Number (336) 333-0176

  Email bill@carolinafinancialadvisors.com

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• 

  David Belk, CFP®, CKA®

  Financial Advisor

  Phone Number 336-574-3132

  Email david@carolinafinancialadvisors.com

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• 

  Jessica Neisler

  Chief Compliance Officer, Operations Manager

  Phone Number (336) 333-0176

  Email jessica@carolinafinancialadvisors.com

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• 

  Leslie Moore

  Administrative Assistant

  Phone Number 336-574-3132

  Email leslie@carolinafinancialadvisors.com

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• 

  Lois Watlington

  Accountant

  Phone Number (336) 333-0176

  Email lois.cjonescpa@gmail.com

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