Broker Check

Team

Gray E. Pendleton, CFP®, AIFA®, AIF®, PPC®, LUTCF

Certified Financial Planner

(919) 781-4167

(919) 781-3589

gray@pendletonfinancial.com

Gray assists you, your business, and your family with comprehensive financial planning and innovative, tax-efficient investment solutions.

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Diane Leighton, MBA

Operations Director

919.781.4240

dleighton@pendletonfinancial.com

Diane manages the day-to-day operations of the business. She is responsible for client on-boarding and servicing. Diane is also in charge of client communication, marketing and business processes.

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Gary H. Pendleton, CLU, ChFC

Director of Insurance & Estate Planning

(919) 781-4167

(919) 781-3589

gpendleton@pendletonfinancial.com

Gary advises individuals on estate planning and insurance. His solutions are based on analyzing the “big picture.”

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