Penelope Paugh

About Penelope

Penelope, Chartered Financial Consultant®, Retirement Income Certified Professional® and Certified Plan Fiduciary Advisor, has more than 30 years of financial services industry experience with most years spent with Bank of America/Merrill Lynch working in the consumer bank and investment division, including compliance management. Penelope joined the team in 2012.

She works closely with our clients to implement strategies that help them pursue their goals and maximize their time. Penelope offers solutions for Investment Management, including Charitable & Planned Giving, Asset Allocation, Estate Planning, Getting Divorced, Employee Benefits, Getting Married, Insurance, Job Loss, Life Planning, Long-term Care, 401(k)/403(b), Wealth Transition and Tax strategies. She values the personal connections she makes with each client in the unique setting our firm provides.

Outside of work, Penelope and her husband, Corey, have four children and four grandchildren. She enjoys reading, hiking, and traveling, as well as volunteering at the Mooresville Christian Mission and Calvary Chapel Lake Norman.

Penelope is not registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.