Jessica Chatmon
💼Financial Advisor | Personalized Retirement & Wealth Planning for Families, Professionals & Business Owners | Based in Greensboro, NC | Affiliated with LPL Financial💼
- Role
- Financial Advisor at Pilot Financial
- Location
- Greensboro, NC, US
- LinkedIn followers
- 500 followers
About Jessica Chatmon
I believe financial planning should feel personal, not transactional. As a…
Experience
Financial Advisor
Apr 2025 — Present · Greensboro, NC, US
Partner with individuals, families, and small business owners to develop customized financial plans-Provide retirement income planning, investment strategy, and risk management guidance-Special focus on life transitions, including career changes, retirement, and widowhood-Offer second opinions and portfolio reviews with a focus on clarity and personalized care-Independent but backed by LPL Financial, the nation’s largest independent broker-dealerSecurities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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