Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
I am a long-term Raleigh resident and a graduate of North Carolina State with a degree in Engineering Operations. After 15 years in the Telecom industry, I decided to pursue training in financial advising in order to have a...
I joined the Cecil Financial team in January 2022 in the newly created role of Communications Manager. My job encompasses scheduling client meetings, both print and digital marketing campaigns, as well as planning client events. I am a...
I founded Cecil Financial, Inc. on the belief that a holistic approach is best when addressing a client's financial portfolio. It is that belief, coupled with my experience in the financial arena, that allows Cecil Financial to...