Jim Trull

President and Wealth Manager at Keystone Financial Partners | Serving Successful Professionals, Widows and Retirees

Role: Wealth Manager at Pathfinder Wealth Consulting
Location: Raleigh-Durham-Chapel Hill, NC, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Jim Trull

After 43 years as a practicing Certified Financial Planner™, I transitioned from leading…

Experience

Wealth Manager
Pathfinder Wealth Consulting
May 1980 — Present
1255 Crescent Green Ste 440 Cary, NC 27518 | 91••••••18 | j•••••@keystonefinancialpartners.comKeystone Financial Partners is an investment firm that helps successful professionals, affluent retirees, and widows make smart financial decisions. Jim Trull, AIF®, CFP®, the president and founder of the firm, understands the needs of successful retirees and individuals approaching retirement. In addition, as the result of more than 20 research interviews, Jim has become innately in tune with the unique needs of the widow community. Securities and Advisory Services offered through Commonwealth Financial Network, Member a Registered Investment Adviser.This communication is strictly intended for individuals residing in the states of AZ, CA, FL, MA, MD, ME, NC, OH, PA, SC, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Please see our Terms of Use here:

Skills

Financial Services
Widows
Retirement Savings
Strategic Financial Planning
Retirement Planning
Financial Analysis

Contact information

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•••••@pathfinderwc.com
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Current company

Pathfinder Wealth Consulting

Financial Services · 18 employees · Founded 2005 · Wilmington, North Carolina, United States

With financial confidence, security follows. We are your trusted advisors, providing the financial experience, planning, and direction you need for lasting prosperity. We are here to guide you forward. Two office locations to serve you: 4018 Oleander Drive, Suite 102 Wilmington, NC 28••••••••21 Edinburgh South Drive, Suite 208 Cary, NC 27••••••••18 Pathfinder Wealth Consulting was formed in 2005 by Robert Penn and Jason Wheeler, after leaving a large Wall Street firm so they could focus on their clients’ needs and not corporate shareholders. Committed to developing a more personal long-term planning experience, the duo teamed up to help families achieve financial confidence through education and smart planning – no matter life’s path. Whichever path you take through life, our mission is to make sure you are financially prepared for the journey. Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. This communication is strictly intended for individuals residing in the United States. Review our Terms of Use:

pathfinderwc.com

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