CONTACT US | Contact Information



Please contact us with any questions or to set up a complimentary initial consultation:


Jim Trull, CLU, ChFC, CLTC, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional
Telephone Number: 919-463-0018, ext.101
jtrull@keystonefinancialpartners.com

Karen Brock, CFP®
Client Relationship Manager
Telephone Number: 919-463-0018, ext.103
kbrock@keystonefinancialpartners.com

Tami Hollingsworth
Client Service Assistant
Telephone Number: 919-463-0018, ext. 100
thollingsworth@keystonefinancialpartners.com



Telephone Numbers: Office Location:
Toll-Free Number: 877-400-2899 116 New Edition Court
Fax Number: 919-463-0064 Cary, NC  27511

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