Cary, NC Weston Parkway Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

2

Of 3,909 advisors across 2,197 offices

Location

2601 Weston Parkway, Suite 201

Cary NC 27513

Advisors at this office

2

Advisors at this office

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Sandra S

Series 66

Cary, NC

Cambridge Investment Research Advisors

Sandra Stowe is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has seven years of industry experience, including prior roles at IHS Markit and Ipreo. Outside of her advisory work, she is the owner of White Owl Financial Advisors, where she conducts educational webinars and serves as an author, educator, podcast host, and speaker. She is also a board member of the Greater Raleigh Chamber of Commerce. Cambridge Investment Research Advisors serves a diverse client base with financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers a range of portfolio management strategies, including proprietary and third-party models, under various custody and platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Deborah A

Series 63, Series 66

Cary, NC

Cambridge Investment Research Advisors

Deborah Ash is a financial advisor with Cambridge Investment Research Advisors in Cary, NC, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. She has been with Cambridge Investment Research Advisors since 2017 and was previously with Cambridge Investment Research, Inc. starting in 2015. In addition to her advisory role, she operates Ashbridge Financial Solutions, LLC, where she works as an independent insurance agent specializing in life insurance products. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals and employs a range of portfolio management strategies tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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