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Financial Planner

ANGIE@PINNACLEWEALTHNC.COM

 

Angie is a founding partner of Pinnacle Wealth Partners which is located in Burlington, NC. Originally from Georgia, Angie moved to North Carolina to be able to spend more time with her extended family. She and her family reside in Graham, NC.

She obtained her Bachelor's of Science degree from the University of North Carolina at Greensboro while working for Merrill Lynch as a Sales Assistant. She has over 18 years of experience helping clients pursue their financial goals. In addition to her undergraduate studies, Angie holds securities registrations as a Financial Planner, as well as, Life and Health Insurance and Medicare Supplemental/Long Term Care Insurance. She is a current member of the National Association of Professional Women.

Angie enjoys helping people develop a plan, not only on a professional level but on a personal level. She feels that having this friendship is just as important as her properly handling their assets. Angie finds joy in helping people plan for and pursue their goals. She puts her experience and education to use daily helping clients and prospects build a stronger relationship with the team at Pinnacle Wealth Partners as they work together toward enjoying a brighter financial future.

As a strong believer in giving back to the community she is currently a board member and Treasurer for the local non-profit Alamance Maker's Guild and is a past President and board member of Alamance County Meals on Wheels. She also attends and volunteers in the children's ministries at St. Mark's Church in Burlington.

Angie and her husband Jeff, are blessed with three sons Alex, Lee and Kelly. In her free time, she enjoys reading, traveling, camping and spending time with her family and friends.