We're here to help you get TO and THROUGH your retirement.
Our address is:
Gate City Advisors
328 East Market St, Suite 110
Greensboro, NC 27401
Our phone and fax numbers are:
PHONE: (336) 272-5680
FAX: (336) 232-1311
"Who should I contact?"
We take a team approach at Gate City Advisors. Each of us has a roleĀ to play and specific jobs to do with the good of the whole in mind. We find it makes us way more efficient and effective in how we service you.Ā
So if you need assistance butĀ aren't quite sure who to contact, the following information might help.
Account Services
If you're a current client and need to make changes to your existing account(s), open a new account, or have general questions about your accounts, Mercedes and Diane are the team members to call.
Mercedes CliftonĀ - ext. 2525
Diane LindseyĀ - ext. 2512
Money Movement
If you need to take a distribution from or make a contribution to an account, Robn Sorrells is your team member to call.
Robn Sorrells - ext. 2511
Scheduling and
Events
If you need to make or change an appointment or have questions regarding any of our upcoming events, Lara Howard is the person to call.
Lara Howard - ext. 2507
Not yet a client?
If you're not yet a client but would like to find out more about Gate City Advisors, Lara Howard is the team member to call.
Lara Howard - ext. 2507
Have a question?
Submit your question below andĀ someone will get back to you shortly.
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Gate City Advisors is not affiliated with Kestra IS or Kestra AS.
This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-5-KESTRA (844-553-7872). https://bit.ly/KF-Disclosures