I hope you and your family are enjoying the summer. I am pleased to share an important milestone in the continued growth of CPC Advisors.
We will be welcoming Allen Petway and his talented team members, Julie Carlton and Carla Ripley, to CPC Advisors and opening a CPC office in Dalton, Georgia.
This is a meaningful step forward for our firm. Allen brings more than 40 years of wealth management experience to CPC. He has been affiliated with Raymond James for more than two decades and is a CFP® professional. He has built his practice around the same values that have guided CPC for decades: putting clients first, delivering excellent service, and building long-term relationships with families across generations.
We are proud to welcome a team that shares our values and strengthens who we are.
Growth for the sake of growth has never been our objective. Our focus is on thoughtful expansion that makes CPC better for our clients, our team, and the families we will serve in the future. This addition gives us more depth, experience, and capacity across the firm. It also allows us to continue investing in the areas that matter most to our clients: talented people, better technology, deeper planning capabilities, disciplined investment oversight, and the best client experience.
Please join me in welcoming Allen, Julie, and Carla to CPC Advisors.
From L to R: Adele Gipson, Carla Ripley, Julie Carlton, Allen Petway, Varun Marneni, Blake Flood, Geri Lanning, Josh Voisine and Jeff Stilwill
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services are offered through CPC Advisors, LLC. CPC Advisors, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.
CFP® | Certified Financial Planner™ - Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements. The information contained in this newsletter does not purport to be a complete description of the securities, markets, or developments referred to in this material. The information has been
obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of CPC Advisors and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Past performance does not guarantee future results. Future investment performance cannot be guaranteed; investment yields will fluctuate with market conditions. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Raymond James Financial Services is not affiliated with the above independent or charitable organizations.
