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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 actively involved in the community where she works and resides and feels that it is vital to support her local community. She is a member of the Board of Directors of First Responders Support Services of Iredell County, leadership member of Adult Children of Aging Parents (ACAP) Statesville Chapter, and is the treasurer for the Iredell Human Resource Association.

Penelope, a native of Southern California, has resided in Statesville, NC since 2005 with her husband, Corey. She has four children and four grandchildren. Penelope loves learning new things and enjoys church activities, cooking, hiking and reading.

Penelope is not affiliated or 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