Find a Financial Advisor in Mooresville

About Penelope


Meet with Penelope

Penelope, Chartered Financial Consultant®, Retirement Income Certified Professional® and Certified Plan Fiduciary Advisor, has more than 30 years of financial services industry experience with most years spent with Bank of America/Merrill Lynch working in the consumer bank and investment division, including compliance management. Penelope joined the team in 2012. She enjoys interacting with clients in the personal setting that this firm offers, creating personal relationships with each client.

Penelope is not registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.

Favorite quote:

“Success in business requires training and discipline and hard work. But if you’re not frightened by these things, the opportunities are just as great today as they ever were.” -David Rockefeller

Favorite Holiday:


What motivates Penelope:

Helping others

Request an Appointment

In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.