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Steven J

Series 66

Morehead City, NC

LPL Financial

Steven Jones is a financial advisor with LPL Financial in Morehead City, NC, holding a Series 66 designation and 15 years of industry experience. He previously worked at Wells Fargo Clearing and Concourse Financial Group Securities. Jones also operates Good Life Advisors, LLC, an independent investment advisory firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and asset management services through a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Tiffany G

Series 63, Series 65

Morehead City, NC

LPL Financial

Tiffany Grammer Newlin is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her career includes roles at Wells Fargo Clearing, Wells Fargo Advisors, and Good Life Advisors, where she has also provided administrative support. She is based in Morehead City, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, utilizing a mix of proprietary research and third-party strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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