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)
  • 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.

  • Whom to Contact

    • Jason Rogers
      Financial Representative
      Phone: (704) 362-6792
    • KariMarie Rossignol
      Director of Operations
      Phone: (704) 362-6787
    • Katie Small, ACS, ALMI
      Director of New Business
      Phone: (704) 362-6781
    • Marcus Watson
      Executive Partner
      Phone: (704) 362-6787