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Clinton, NC Office

Team
Updated today

Client AUM

$69,563,889

Clients

178

Advisors

3

Of 5 advisors across 2 offices

Location

403 E. Johnson Street

Clinton NC 28328

Advisors at this office

3

Advisors at this office

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Teresa B

Series 65

Clinton, NC

CP Advisors, Inc.

Teresa Bradshaw is a financial advisor at CP Advisors, Inc. with a Series 65 credential and over 17 years of experience primarily in the insurance industry prior to joining the advisory firm. She has been with CP Advisors since 2022. CP Advisors, Inc. serves individual investors, small businesses, trusts, and estates with financial planning, portfolio management, and consulting services, managing approximately $69.6 million in assets. The firm employs a goal-driven investment process combining strategic and tactical asset allocation across various securities, supported by research methods including fundamental, technical, and cyclical analysis.

General retirement planning Charitable giving & philanthropy Cash flow / budgeting Debt management
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Jeffrey J

CFP®

Clinton, NC

CP Advisors, Inc.

Jeffrey Johnson is a CFP® professional with nine years of experience at CP Advisors, Inc. He has been with the firm since 2016 and has also worked at Chestnutt, Johnson & Tyson, PA since 2003. Outside of his advisory role, he is a member of JOHCHE, LLC, a real estate and securities business. CP Advisors, Inc. serves individual investors, small businesses, trusts, and estates with financial planning, portfolio management, and consulting. The firm employs a goal-driven investment process using a combination of strategic and tactical asset allocation and offers both discretionary and non-discretionary advisory services.

General retirement planning Charitable giving & philanthropy Cash flow / budgeting Debt management
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Michael C

CFP®, Series 65

Clinton, NC

CP Advisors, Inc.

Michael Chestnutt is a financial advisor at CP Advisors, Inc. with five years of industry experience. He holds the CFP® designation and Series 65 registration. His prior work includes operating Michael L. Chestnutt, CPA, PLLC since 2022 and nearly two decades at Black, Chestnutt & Johnson, PA. CP Advisors, Inc. serves individual investors, small businesses, trusts, and estates with financial planning, portfolio management, and consulting. The firm manages approximately $69.6 million in client assets and employs a goal-driven investment process that combines strategic and tactical asset allocation using mutual funds, ETFs, equities, bonds, and occasional alternative structures.

General retirement planning Charitable giving & philanthropy Cash flow / budgeting Debt management
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