Navigon Financial Group

Description

Address: 3025 Carrington Mill Blvd #150, Morrisville, NC 27560 Hours: Closed ⋅ Opens 8AM Thursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (919) 941-6235: Category: Website: : : : Place name: : : Website: http://www.navfin.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Navigon Financial Group, Inc. Posting publicly on the Web Write a review Reviews Be the first to review

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Navigon Financial Group Employees

Employee
Years
Job
Industry
Amber Perry, CFP® Amber Perry, CFP® Charlotte, North Carolina Area Details
Amber Perry, CFP®'s Navigon Financial Group Experience December 2013 - September 2015
Job Financial Advisor
Industry Financial Services
Experience
Navigon Financial Group   December 2013 - September 2015
The Teague Group  May 2012 - November 2013
TIAA-CREF  August 2005 - July 2007
Vanguard  March 2004 - August 2005

Skills
Financial Analysis, Financial Services, PowerPoint, Financial Strategies, Insurance Strategies, Capital Accummulation, Charitable Giving..., Employee Benefits, Business Needs Analysis, Estate Planning..., IRAs, Personal Life Insurance, Personal Needs Analysis, Retirement Strategies, Retirement Planning, Life Insurance, Executive Benefit..., Key-Person Insurance, Pension Plans, Fixed Annuities, Finance, Sales, Insurance, 401k, Wealth Management, Retirement, Mutual Funds, Asset Allocation, Estate Planning

Education
UNC Charlotte   1998 — 2003
BSBA in Marketing, BSBA in International Business, BA in Communications, Organizational Communications

Albemarle High School   1994 — 1998

Robert Waterhouse Robert Waterhouse Charlotte, North Carolina Details
Robert Waterhouse's Navigon Financial Group Experience October 2014 - Present
Job Financial Professional at Navigon Financial
Industry Financial Services
Experience
CBA Networking   December 2014 - Present
Navigon Financial Group   October 2014 - Present
Northwestern Mutual  June 2014 - October 2014
Monteagle Fire Department   April 2013 - May 2014
Dicks Sporting Goods  June 2012 - January 2013

Skills
Microsoft Office, Political Science, Microsoft Word, Social Media, PowerPoint

Education
Sewanee-The University of the South   2009 — 2014
Political Science and Government

Charlotte Country Day School

Myers Park High School

Russell Dean Russell Dean Raleigh, North Carolina Details
Russell Dean's Navigon Financial Group Experience 2008 - 2011
Job National Account Sales Representative at Serta International
Industry Consumer Goods
Experience
Serta International  July 2013 - Present
PNC  May 2011 - July 2013
Navigon Financial Group   2008 - 2011

Skills
Cold Calling, Competitive Analysis, Portfolio Management, CRM, Sales, Investments, Financial Services, Management, Sales Management, Customer Service, Leadership, Banking, Mutual Funds, Retail

Education
University of North Carolina at Chapel Hill   2002 — 2005
Communication Studies

Barrett Goff Barrett Goff Louisville, Kentucky Area Details
Barrett Goff's Navigon Financial Group Experience June 2011 - July 2012
Job Senior Loan Officer with Statewide Mortgage; Life and Health Insurance Advisor with Swisher Insurance
Industry Financial Services
Experience
Statewide Mortgage LLC   February 2014 - Present
Swisher & Associates Insurance   February 2014 - Present
Discover Financial Services  October 2012 - January 2014
Navigon Financial Group   June 2011 - July 2012
Bankers Life and Casualty  June 2010 - July 2011

Skills
Wealth, Disability Insurance, Fixed Annuities, Estate Planning, Retirement Planning, Health Insurance, Life Insurance, Retirement, Leadership, Strategic Financial..., Investments, Loans, Mortgage Lending, Customer Service, Finance, Public Speaking

Education
University of Kentucky   2007 — 2010
Bachelor of Science, Agricultural Economics

University of the Virgin Islands U.S.V.I.   2008 — 2009
Marketing and Management

Transylvania University   2006 — 2007
Philosophy

Nolan Sweeney Nolan Sweeney Raleigh-Durham, North Carolina Area Details
Nolan Sweeney's Navigon Financial Group Experience January 2011 - May 2013
Job Registered Representative at Capitol Financial Solutions
Industry Financial Services
Experience
Capitol Financial Solutions  May 2013 - Present
Navigon Financial Group   January 2011 - May 2013

Education
Appalachian State University   2003 — 2006
B.S., Biology

Roger Smith Roger Smith Richmond, Virginia Area Details
Roger Smith's Navigon Financial Group Experience July 2007 - March 2009
Job
Industry Telecommunications
Experience
Mapcom Systems  March 2013 - Present
MassMutual Financial Group  April 2012 - March 2013
Mass Mutual Financial Group  April 2009 - April 2012
Navigon Financial Group   July 2007 - March 2009
Ameriprise Financial  February 2003 - July 2007
Lucent Technologies  September 1994 - December 2001

Skills
Insurance, Training, Recruiting, Investments, Marketing, Sales, Portfolio Management, Financial Services, Leadership, Consulting, Employee Benefits, Entrepreneurship, Risk Management, Retirement, Finance, Sales Management, Asset Management, Securities, Banking, Software Development, Financial Planners, Financial Planning

Education
Loughborough University   1991 — 1994
B.Sc., Computer Science

The Open University   1997 — 2000
M.Sc., Computing for Commerce & Industry

Patchway High School   1980 — 1990

Heather Reaves Heather Reaves Raleigh-Durham, North Carolina Area Details
Heather Reaves's Navigon Financial Group Experience April 2010 - August 2012
Job Recreation Professional, Sustainable Recreation Practices and Youth Programs
Industry Leisure, Travel & Tourism
Experience
Yadkin Bank  July 2014 - Present
Archer Investment Management Raleigh, NC   August 2012 - November 2012
Navigon Financial Group   April 2010 - August 2012
Pinehurst Capital   February 2010 - April 2010
Paint Your Wings   August 2007 - February 2010
Appalachian State University UREC   January 2007 - August 2007

Skills
Leadership, Training, Strategy, Management, Sales, Risk Management, Event Planning, Email Marketing, Event Management, Coaching, Customer Service, Analysis, Business Planning, Investments, Advertising, Time Management, Market Research, Sales Management, Wealth Management, Interviews

Education
Appalachian State University   2004 — 2007
BS, Recreation Management, Psychology

Pinecrest High School   2000 — 2004

Kory Adams Kory Adams Raleigh-Durham, North Carolina Area Details
Kory Adams's Navigon Financial Group Experience May 2011 - August 2011
Job Associate Sales Representative at Stryker
Industry Medical Devices
Experience
Stryker  April 2013 - Present
AvWatch   September 2012 - March 2013
Tier 3 Financial Services   May 2012 - December 2012
Navigon Financial Group   May 2011 - August 2011
United States Marine Corps  May 2010 - July 2010
Governors Club Tennis   January 2007 - January 2010

Skills
Financial Analysis, Leadership, Sales, Finance, Microsoft Word, Microsoft Office, Microsoft Excel

Education
University of North Carolina at Wilmington   2008 — 2012
Business, Finance

Aubrey Hester Aubrey Hester Raleigh-Durham, North Carolina Area Details
Aubrey Hester's Navigon Financial Group Experience December 2013 - Present
Job Financial Professional at Navigon Financial Group
Industry Financial Services
Experience
Navigon Financial Group   December 2013 - Present
SECU  November 2012 - December 2013
Pool Professionals  April 2001 - October 2006

Education
Campbell University   2004 — 2011
Master of Business Administration (MBA), Finance

Benjamin Knoedler Benjamin Knoedler Washington, District Of Columbia Details
Benjamin Knoedler's Navigon Financial Group Experience May 2010 - August 2010
Job Senior Associate at KPMG
Industry Financial Services
Experience
KPMG  July 2013 - Present
Genox INC   May 2011 - May 2012
MyTripCoach   May 2008 - July 2011
Navigon Financial Group   May 2010 - August 2010
Best Practices, LLC  May 2010 - August 2010
University Directories  June 2009 - October 2009

Skills
Economics, Financial Analysis, Strategic Planning, Leadership, Business Development, Marketing, Social Media, Sales, Statistics, Research, Public Speaking, Microsoft Excel, PowerPoint, Market Research, Marketing Communications, Accounting, Financial Modeling

Education
UNC Kenan-Flagler Business School   2012 — 2013
Master's degree, Accounting

University of North Carolina at Chapel Hill   2007 — 2011
BA, Economics

Al Dickens, Jr Al Dickens, Jr Charlotte, North Carolina Details
Al Dickens, Jr's Navigon Financial Group Experience August 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
Navigon Financial Group   August 2011 - Present
Dickens Mitchener  October 1991 - 2006

Skills
Financial Analysis, Real Estate, Public Speaking, Loans, Marketing, Real Estate Economics, Investments, Analysis, Finance, Real Estate Transactions, Credit

Education
UNC Chapel Hill   1969 — 1971
Master of Business Administration (M.B.A.), Finance, General

Davidson College; NC State, UNC

Blake Knoefel Blake Knoefel Charlotte, North Carolina Area Details
Blake Knoefel's Navigon Financial Group Experience October 2014 - Present
Job Navigon Financial Group
Industry Financial Services
Experience
Navigon Financial Group   October 2014 - Present
Abiding Wealth Advisors, LLC   May 2012 - September 2014
UC Synergetic  May 2008 - September 2011
The Park National Bank  June 2007 - September 2008

Skills
Finance, Employee Benefits, Microsoft Office, 401k, Small Business, Team Building, Retirement Planning, Insurance, Investments, Mutual Funds, Disability Insurance, Financial Advisory, Data Analysis, Group Benefit Plans, College Savings Plans, 401k Rollovers, RIAs, Licensed Life & Health..., Simple IRA, Personal Financial..., 529 Plans, Roth IRA

Education
The Ohio State University   2007 — 2012
Bachelor of Science (B.S.), Environmental and Developmental Economics

Paul Cracknell, MBA, PMP, Six Sigma Paul Cracknell, MBA, PMP, Six Sigma Charlotte, North Carolina Area Details
Paul Cracknell, MBA, PMP, Six Sigma's Navigon Financial Group Experience 2002 - 2005
Job Senior Business & Technical Consultant at Duke Energy
Industry Management Consulting
Experience
Carolinas Healthcare System  December 2011 - November 2014
First Data/BAMS (Bank of America Merchant Services)   2007 - 2010
G & K Services  2005 - 2006
Navigon Financial Group   2002 - 2005
First Union/Wachovia  2000 - 2002
America West Airlines  1985 - 1999

Skills
Project Planning (PMP..., Account Management, Business Process..., Business Analysis, Strategic Planning, Six Sigma, Customer Service, Visio, Change Management, Inventory Management, Logistics, PowerPoint, Access, Operations Management, Pricing Strategy, Contract Negotiations, Customer Relations, Teamwork, Windows, Yield Management, Leadership, Management

Education
Arizona State University   1998 — 2000
MBA, Business

Arizona State University
Bachelor of Science, Communicatons

Scott Royster Scott Royster Fuquay Varina, North Carolina Details
Scott Royster's Navigon Financial Group Experience April 2015 - Present
Job Financial Professional at Navigon Financial Group
Industry Financial Services
Experience
Navigon Financial Group   April 2015 - Present
Aramark Uniform Services  November 2008 - April 2015
Lucor Inc  January 2006 - November 2008

Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Customer Service, Insurance, Finance, Investments, Budgets

Education
Harnett Central High School   1997 — 2000
High School

North Carolina State University
Landscape Architecture

Vincent Cherry Vincent Cherry Charlotte, North Carolina Area Details
Vincent Cherry's Navigon Financial Group Experience March 2013 - Present
Job Navigon Financial Group
Industry Insurance
Experience
Navigon Financial Group   March 2013 - Present
Fidelity Associates, Inc.   September 2001 - March 2013

Education
North Carolina State University   1994 — 1998
Bachelor's degree, Apparel and Textiles

Jody Sigmon Jody Sigmon Greensboro/Winston-Salem, North Carolina Area Details
Jody Sigmon's Navigon Financial Group Experience January 2004 - January 2005
Job Installed Sales at Lowe's Home Improvement
Industry Financial Services
Experience
Lowe's Home Improvement  March 2010 - Present
Owl Farm Group   October 2009 - Present
Navigon Financial Group   January 2004 - January 2005

Education
Appalachian State University   1988 — 1993
BSBA, Risk Management & Insurance

Katie Nagel Katie Nagel Raleigh, North Carolina Details
Katie Nagel's Navigon Financial Group Experience September 2011 - February 2012
Job MBA Candidate & Assistant Director at Meredith College
Industry Higher Education
Experience
Meredith College  February 2015 - Present
Meredith College  February 2012 - February 2015
Navigon Financial Group   September 2011 - February 2012
Camp Sea Gull and Camp Seafarer  May 2011 - August 2011
National Guard Bureau  June 2009 - August 2009

Skills
Public Speaking, Customer Service, Microsoft Office, Time Management, Training, Community Outreach, Organization, Project Management, Editing, Problem Solving

Education
Meredith College   2013 — 2016
Master of Business Administration (M.B.A.)

Meredith College   2006 — 2010
Bachelor of Arts (BA)

Carey Phelps Carey Phelps Raleigh-Durham, North Carolina Area Details
Carey Phelps's Navigon Financial Group Experience November 2014 - Present
Job Marketing Director
Industry Investment Management
Experience
Navigon Financial Group   November 2014 - Present
Nurture Inc  April 2008 - Present
Girls on the Run of the Triangle  September 2014 - September 2015
Prevent Blindness North Carolina  September 2013 - May 2014
Life Time Fitness  August 2007 - September 2013
Real Good Places   October 2011 - October 2012
Active Alex   January 2011 - September 2011
March of Dimes  January 2011 - June 2011
Triangle Family & New Town preschool   January 2003 - August 2007
National Aquarium in Baltimore  January 2001 - January 2003

Skills
Advertising, Newsletters, Fundraising, Event Planning, Social Media Marketing, Social Media, Marketing Communications, Event Management, Public Relations, Email Marketing, Marketing, Public Speaking, Facebook, Strategic Communications, Marketing Strategy, Copywriting, Non-profits, Media Relations, Sponsorship, Community Outreach, Publicity, Social Networking, Online Marketing, Marketing Management, Recruiting, Marketing Research, Sports Marketing, Editing, Lead Generation, Management, Brand Management, Sales, Trade Shows, Budgets

Education
University of North Carolina at Chapel Hill   1995 — 1999
Bachelor of Arts, Communications

William Keeney William Keeney Richmond, Virginia Area Details
William Keeney's Navigon Financial Group Experience January 2015 - Present
Job Financial Advisor at Navigon Financial Group
Industry Financial Services
Experience
Navigon Financial Group   January 2015 - Present
First Command Financial Services  April 2012 - December 2014
Army Healthcare  January 2011 - March 2012
United Surgical Partners International, Inc  March 2009 - June 2010
Army Healthcare  March 2008 - March 2009
United Surgical Partners International, Inc  January 2004 - March 2008
United Surgical Partners International, Inc  January 2000 - December 2003
OrthoLink Physicians Corporation, Inc   June 1999 - December 1999
Army Healthcare  October 1994 - June 1998
Army Healthcare  June 1992 - June 1994

Skills
Financial Modeling, Holistic Financial..., Business Analysis, Estate Planning, Retirement Planning, College Savings Plans, Financial Risk, Life Insurance, Long Term Care Insurance, Buy-sell Agreements, Debt Management, Charitable Giving

Education
Hampden-Sydney College   1986 — 1990
Bachelor of Science (BS), Biology, General

Catherine Anderson Catherine Anderson United States Details
Catherine Anderson's Navigon Financial Group Experience September 2014 - November 2014
Job
Industry
Experience
Navigon Financial Group   September 2014 - November 2014
US Navy  August 2003 - August 2011

Education
Bryant & Stratton College - Virginia Beach   2014 — 2016
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services

Bryant & Stratton College - Virginia Beach   2012 — 2014
Associates of Applied Science in accounting