Prudential Advisors' North Carolina Financial Group is pleased to announce that they have a new team who is accepting clients immediately for comprehensive financial planning, retirement income planning, business owner planning, and estate and tax planning.
The team (pictured left to right), is comprised of Robert Kinney, Financial Professional; Lorna Felts, who just transitioned from a Manager of Financial Services back into working with clients as a Financial Advisor; and Kent Shuford, Financial Professional, is joining Prudential after working as a Manager at TIAA-Cref.
Kinney and Shuford have both enjoyed long careers with the US Navy before entering the financial industry, while Felts has worked for her entire career in insurance and investments. The three bring over 45 years of experience to their clients, in addition to strong partnerships with associates in related industries.
They are eager to start working with clients in Mecklenburg, Cabarrus, and Iredell counties, and you will see the three of them in your communities as they build their new partnership. If you are interested in speaking to them and finding out more about what they have to offer, please call the Charlotte office at 704-421-7800, or you may reach them individually at their email addresses: firstname.lastname@example.org, email@example.com, or firstname.lastname@example.org.
Offering investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. 1-800-201-6690.
"Prudential Advisors" is a brand name of The Prudential Insurance Company of America and its subsidiaries.
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