Broker Check

704-247-9494

Welcome to Fairview Strategic Partners

Our experienced advisors help individuals, professionals, and business owners as they strive to grow and preserve the assets they spend a lifetime accumulating.

Investments

Focusing on your goals with a disciplined approach.

Insurance

Seeking to protect your family or business from financial risk.

Planning

Creating personalized strategies for any age and any life circumstances.

Our Services

As a full-service establishment, Fairview Strategic Partners advisors can assist you in a variety of ways.


Investments 

·         Professionally Managed Investment Accounts

·         Corporate and Individual Retirement Plans

·         Brokerage Accounts

·         Variable Annuities

·         Direct Mutual Funds

Group and Personal Insurance

·         Life Insurance

·         Long Term Care Insurance

·         Annuities

·         Disability Income Insurance  

Planning

·         Financial Planning

·         Retirement Planning

·         Divorce Planning

·         Business Planning

·         College Planning

·         Estate Planning

Let us know what we can do to assist you with your financial needs. Call today and we will get started.


  David Foulk
704-247-9495
david.foulk@lpl.com


  Elizabeth Gregg,

MBA, CDFA®, ChFC®

Wealth Manager
704-247-9494

TEXT ME: 704-247-9494
beth.gregg@lpl.com

Catey Fisher       

Client Services Assistant
704-247-9497
catey.fisher@lpl.com