With their robust root system, magnolias grow stronger with age, which is why they have come to symbolize endurance, longevity, and perseverance. They are balanced by their vibrant, fragrantly sweet blossoms that represent purity and dignity and offer comfort and a sense of home for many throughout Winston-Salem and the Triad.

At Three Magnolias, we want our clients to Be Comfortable with us in planning their financial future and the outcomes they are working to realize.

We do this by:

  1. Developing long-term relationships with our clients.
  2. Persevering with them through their challenges.
  3. Celebrating their victories.

A Comfortable Approach to Financial Planning

Your past, present, and future are like no one else’s. It’s what makes you you, and it’s why you need a financial plan that works for your particular needs.

Before we make any recommendations, we take the time to learn who you are and what you hope to achieve. Our team then creates plans that address what is most important to you while considering your entire financial picture.

And as your needs and goals change, we’ll work with you to adapt your plans so they seamlessly transition along with you.

Grow With Us!

The Three Magnolias Difference

Sincerity: We believe that being your financial professional is a privilege, and we acknowledge this by aiming to be transparent, informative, and solution-focused in our advice.

Advocacy: We’re here to be your advocate, celebrate your wins, and provide insight and education to help you reach your financial goals.

Experience: Our team’s range of skills, education, and knowledge gives us the ability to provide you with the information you need to make the best financial decisions.

 

Our Team

Jennifer Johnson came to work for Three Magnolias Financial Advisors in March 2005. She began her career in financial...

Wes Reed joined Three Magnolias Financial Advisors in the fall of 2009. He began his career in financial services with...

Don Brown joined Three Magnolias Financial Advisors in June of 2008 after spending three and a half years as the Vice...

Financial Advisor

Jonathan P. Kacmarcik is an advisor with Three Magnolias Financial Advisors, a distinguished wealth management team in...

Paula Foxx joined Three Magnolias Financial Advisors in 2008, and she manages our operations. Before joining our team...