5605 Carnegie Blvd, Suite 240, Charlotte, NC 28209

Home
Home
About Us
Our Process
Resources
Contact Us
Client Login

Personal Information Form

Name

Email
Address

Message

Prohibit the sale of personal information

Request copies of personal information

Request deletion of personal information

Thank you! Oops!

Contact

s.brooks@prudential.com

Office: 704-727-2230

5605 Carnegie Blvd

Suite 240

Charlotte, NC 28209

SouthPark Location

5605 Carnegie Blvd.

Suite 240

Charlotte, NC 28209

Office: 704-727-7144

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Securities and Advisory services offered through LPL Enterprise, a Registered Investment Advisor. Member FINRA & SIPC, and an affiliate of LPL Financial.

Financial professionals are licensed insurance agents of Prudential. These financial professionals are permitted to brand under “Prudential.”

LPLE and LPL Financial are not affiliated with Frontier Wealth Advisors or Prudential.

The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.