NavStar Financial Services
NavStar Financial Services

A Financial Team Built to Serve You!

Larry Jones ChFC, CLTC

Larry Jones - Owner and Founder

 

Educated at University of North Carolina in Charlotte and American College at Bryn Mawr Pennsylvania, Larry began NavStar Financial Services in 2010. From the beginning his intention was to "autograph everything we do with excellence". A Chartered Financial Consultant and a professional planner, Larry specializes in low-risk,low-volatility investment solutions, advanced estate planning and trust solutions, and tax minimization strategies. Larry has lived in the Lake Norman area since 1993 with his wife Sherry. He also has a son named Adam. 

 

A veteran of the United States Navy, he is a member of the Financial Planning Association, the Charlotte Better Business Bureau, the Lake Norman and South Iredell Chambers of Commerce, and is a supporter of the Mooresville Senior Center. In addition to lecturing on financial topics at local colleges, he is active in community activities.

Robert A. Joyner  CPA PLLC

 

Bob is a 1977 graduate of the University of North Carolina in Charlotte, and has been a Certified Public Accountant since 1981. He's also a Certified Internal Auditor since 1983, and has been in the financial services industry for more than 20 years as Chief Financial Officer. He has owned his on CPA firm (www.robertjoynercpa.com) for thirteen years.

 

Bob is married to Merrilyn and has a son, Mark. They have lived in the Lake Norman area for more than 30 years. He is also a Pilot and loves sailing.

 

Bob has also served on the Board of Directors of numerous non-profit organizations over the years.

Natalie J. Miller focuses her practice in the areas of elder law, estate planning, special needs planning and estate administration. Mrs. Miller received a B.S. degree in education from the University of Southern California and her J.D. degree from Wake Forest University School of Law. Mrs. Miller is the current President of the North Carolina Chapter of the National Academy of Elder Law Attorneys as well as the Vice Chair of the Elder Law and Special Needs Law Section of the North Carolina Bar Association.  She is also a current board member of the Disability Rights North Carolina and a frequent speaker on the topics of guardianship, special needs planning, elder law and Medicaid issues. Mrs. Miller currently owns and manages the Law Office of Natalie J. Miller, PLLC located in her hometown of Mooresville, North Carolina.

Evelyn Lindner    Executive Assistant    Notary Public

 

Evelyn is a person who believes in putting people first. She is committed to providing strong customer service, attention to detail and listening to customer needs. Her philosophy is that this is what drives successful long term relationships in any business.

 

Evelyn earned a Bachelor’s degree in Economics from the University of North Carolina in Charlotte. She has worked for several years in the banking industry and other customer service related positions.

 

She loves the outdoors and spending time on beautiful Lake Norman with her family, boating, swimming, fishing, hiking and watching the gorgeous sunsets the lake provides. She is a big animal lover who spoils her Jack Russell Terrier and is active in causes that promote pet rescue and adoption, along with spay and neuter programs.

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Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and NavStar Financial Services are independent of each other. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Larry Jones and/or NavStar Financial Services are not affiliated with or endorsed by the Social Security Administration or any other government agency.

Contact Us Today!

NavStar Financial Services

 

219 Williamson Rd.

Suite 2202

Mooresville, NC 28117

 

704 663 7482

 

e-mail:larry@navfs.com