15720 Brixham Hill Avenue Suite 575
Charlotte, NC 28277
Rex has been in the financial services industry since 1984 and has passed the Series7, Series 6, Series 63 exams and has passed the Series 24 Principal exam. He is a registered representative of Lincoln Financial Securities Corporation.
Rex specializes in estate planning and pre/post-retirement planning. As a financial advisor, he will listen to you and help you define your objectives and focus on your desired outcome by providing you with expert recommendations that will help you achieve your specific goals. He will guide you through the planning process and make these recommendations based on your unique situation. He will help support and protect your growing legacy.
Rex and his wife, Lisa, reside in the beautiful resort community of Hayesville located in western North Carolina. He enjoys working and spending time with his family. He also enjoys hiking and rock climbing.