Financial Directions Employee Directory

Financial Directions corporate office is located in 5001 Weston Pkwy Ste 200, Cary, North Carolina, 27513, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Operations

Finance

C-Suite

Human Resources

Marketing

Key Employees of Financial Directions

LS
Lori Spivey
President
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Financial Directions Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Financial Directions

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Contact Name

Contact Info

Job Title

HQ Location

IG
Ian Gregory
Email Direct
Financial Assistant & Marketing Specialist
United States , North Carolina , Cary

ZL
Zach Lawson
Email Direct
Financial Advisor
United States , North Carolina , Cary

LS
Lori Spivey
Email Direct
President
United States , North Carolina , Cary

AM
Andrew McIlvain
Email Direct
Senior Retirement Plan Advisor
United States , North Carolina , Cary

JW
Julie Williams
Email Direct
Office Manager
United States , North Carolina , Cary

LD
Laura Doehle
Email Direct
Office Manager
United States , North Carolina , Cary

BS
Brian Schultz
Email Direct
Financial Consultant
United States , North Carolina , Cary

MB
Millie Buchanan
Email Direct
Benefit Service Manager
United States , North Carolina , Cary

Former Employees at Financial Directions

Explore people who held key positions, contributed to Financial Directions's success, and advanced their careers.

JT
Jean Trapani
Library Director at National Economic Rese...
Worked as Customer Service Representative
at Financial Directions (2016-2020)
Email Direct

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Frequently Asked Questions Regarding Financial Directions Employees

How many employees does Financial Directions have?

Financial Directions has 1-10 employees

Who are Financial Directions key employees?

Some of Financial Directions key employees are Lori Spivey

Where is Financial Directions located?

Financial Directions’s headquarters are located at 5001 Weston Pkwy Ste 200, Cary, North Carolina, 27513, United States

How do I contact Financial Directions?

Financial Directions Contact Info: Phone number: (919) 678-0007 Website: www.financialdirections.com

What does Financial Directions do?

Financial Directions specializes in providing personalized financial planning and investment services tailored to the needs of both individuals and employers. They assist businesses in designing and implementing retirement plans that align with organizational goals while also offering guidance to individuals and families for achieving their financi... Read More

Is Financial Directions a public company?

Financial Directions is private company therefore does not currently have an official ticker symbol

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