Office Location:
6115 Park S Dr
Suite 200
Charlotte, NC 28210
Misty is a native of Charlotte, NC with a Bachelors in Journalism and Mass Communications from the University of North Carolina at Chapel Hill. She has over 20 years in the financial services industry working primarily at MetLife. While always maintaining a book of business as a producer, she has assisted firms in other roles such as adviser teaming, marketing, training and operations thus allowing her to provide guidance in many areas when onboarding new advisers.
Misty assists the firm in the onboarding of new advisers, ensuring they get off to a fast start. She also works with top producers and producer teams on client segmentation, efficiencies, client service models, and personality assessment workshops.
When not at work, Misty stays very busy raising her two children and two chihuahuas.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of Guardian.
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Securities products and services and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 6115 Park South Drive Suite 200 Charlotte, NC 28210, (704)-552-8507. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian.
Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.
2022-147105 Exp 12/24
