If helping families plan for a better tomorrow sounds like something that interests you, let us know. We’re open to talking with motivated individuals eager to join the CLC Financial Services Group family.
John D. Taylor, RFC
John D. Taylor, a Registered Financial Planner with over thirty-years of insurance and consulting experience. The firms serve more than 100 businesses and thousands of clients. CLC Financial Services has been in operation since 1976. John and his family reside in Elizabethtown, NC. You can reach John by phone at 1-800-968-7252, email at email@example.com or by fax at 1-910-739-7046.
Jacquelyn has been with us since 2000. Jacquelyn is the Director of Operations and Implementation, she has her life, health, annuities, Medicare and long-term care supplement licenses. She received a double major B.A. degree from UNC-Wilmington.
April has been with us since 2015 and handles Pending New Business Support and Administrative Services.
Judy has been with us 2004, she is the director of group health benefits and new sales and renewals. She has her life and health insurance licenses.
Angelia D. Taylor
Angelia has been with CLC Financial Services since 1988 and manages group sales. Angelia is secretary / treasurer for CLC Financial Services. Angelia received her B.A. from UNC-Pembroke.
Jonathan has been with us since 2010 and works with individuals as well as businesses to manage their risks and focuses on a holistic approach to protection, growth and asset management. Licensed Agent and B.A. degree from UNC-Wilmington.
Desmond started out as an intern in 2019 and became a full-time agent in 2020. He is a licensed life insurance agent and plans on specializing in investments and asset allocation. Desmond graduated from the UNC-Wilmington Cameron School of Business with a focus in Finance.