Penn Mutual Carolina Partners

  • Financial Management Services
  • Financial Planning
  • Financial Services
  • Financial Services Miscellaneous
6000 Fairview Rd Ste 1425
Charlotte, NC 28210
(704) 362-6787
(704) 366-5851 (fax)
Hours:
Monday-Friday, 8:30am-5pm
  • About

    At our firm, our mission is simple: To learn more about you, understand your needs, wants, and goals, and help you identify the personal finance strategies that may improve your lifestyle today.

  • Jobs

    Financial Advisor
    Category: Insurance
    DISCOVER LIFE’S POSSIBILITIESFinancial Representative - Financial Adviser - Financial PlannerA career with Penn Mutual Carolina Partners means flexibility, personal development, advancement opportunities, and unlimited income potential.  With the support of Penn Mutual, established in 1847, we are able to provide state of the art technology, industry leading products, full service broker dealer, ...read more

    Contact

    Marcus Watson
    Phone:(704) 362-6787
    Fax:(704) 366-5851
  • Whom to Contact

    • KariMarie Rossignol
      Director of Operations
      Phone: (704) 362-6787
    • Katie Small, ACS, ALMI
      Director of Marketing
      Phone: (704) 362-6781
    • Marcus Watson
      Executive Partner
      Phone: (704) 362-6787
    • Ryan York
      Partner
      Phone: (704) 362-6787