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financial representatives helping plan financial and retirement needs
Proud to Offer You Many Outstanding Financial Solutions

No matter where you live, we are available to offer assistance and answer your questions about any of our financial solutions.

Western & Southern Life: Insurance Office CONCORD, NC.

Office phone numbers
Local 704-793-4880
Toll Free 800-866-1172
FAX 704-793-4881
The Western and Southern Life Insurance Company
970 LEE ANN DR NE
CONCORD, NC 28025-2957

Directions

Financial Representatives

max barrios

max barrios

financial representative 704-706-3970
kenyatta brock

kenyatta brock

financial representative 704-706-3338
dan copeland

dan copeland

financial representative 704-706-3758
stacie freil, LUTCF, MBA, NSSA

stacie freil, LUTCF, MBA, NSSA

personally producing sm & registered representative 704-706-3340
rick hawkins

rick hawkins

financial advisor & registered representative 704-264-3367
devonte ivory

devonte ivory

registered representative 704-706-3323
kimberly kearse-lane

kimberly kearse-lane

financial representative 704-706-3375
james mallabone

james mallabone

registered representative 704-706-3783
matthew mckinley

matthew mckinley

financial representative 704-706-3742
IMPORTANT DISCLOSURES

Securities offered by Registered Representatives through W&S Brokerage Services, Inc., member FINRA / SIPC. All companies are members of Western & Southern Financial Group.

Not all Agents are registered to sell securities. If you have a particular investment need and your Agent is not licensed/registered for the representation or sale of investment products, please ask to speak to an Agent who is actively registered with W&S Brokerage Services, Inc.

Some products issued by companies not affiliated with W&S Agency, Inc.

Western & Southern and its affiliates do not provide legal or tax advice. Always consult an attorney or tax advisor regarding your specific legal or tax situation.