Elaine Jolley, CDFA®

Financial Advisor

Ready to focus on your financial goals? I can help. Your goals – my focus.  Let’s put the strategies together to work for you. Whether your priority is personal finances, your business, or both, I’m committed to helping you succeed.

As a financial advisor, Elaine is able to combine her abilities of listening with compassion with her passion for patiently explaining financial information. She enjoys working with clients that have unique financial challenges. Whether you are a small business owner, caregiver, recently divorced, or a same sex couple, she wants to help. Working together, Elaine wants to help you develop a complete, tailored strategy to help you achieve your financial goals. Elaine’s electrical engineering background allows her to analyze complicated situations and develop and explain simplified strategies to help her clients reach their goals.  After 16 years in leadership in Corporate America, Elaine began her financial advisor career at her previous financial services company. She currently serves clients through retirement income and savings strategies, financial planning, investment management, and protection-based solutions. Elaine teams with other financial professionals and specialists to provide her clients comprehensive solutions.

Elaine is a Cum Laude graduate, with a BS in Electrical Engineering from NC State University.  She holds Series 7 and Series 66 licenses, as well as her Life Health, and Long-Term Care insurance licenses.

Elaine is married to a small business owner and the proud mother of two, her son attends her alma mater studying engineering, her daughter is a ballet dancer and emerging leader in her school’s Digital Media Academy.  Elaine is a leader in the Middle Creek High School Business Alliance, Promotions and Marketing Volunteer for Carolina Youth Ballet and active in her community chambers.  You will also find Elaine serving on the board of a newly formed women’s ministry that uplifts and supports professional women, mothers and teens.

 

Phone 919-205-8473