North Carolina – Morrisville

Daniel Lee

Financial Advisor

(919) 941-6235

(919) 941-6263

dlee@navfin.com

Frank Oley

Financial Advisor

(804) 290-7979

foley@htk.com

John Watson

Financial Advisor

(336) 379-8207

(336) 379-8349

j3@221basllc.com

Jonathan Self

Managing Partner

(919) 941-6235

(919) 941-6263

jself@navfin.com

Mark Hale

Financial Advisor

(540) 266-7545

mhale@navfin.com

Martin Hardy

Financial Advisor

(919) 941-6235

(919) 941-6263

mhardy@navfin.com

Vincent James Tosco, III — “Jim”

Financial Advisor

(336) 379-8207

(336) 379-8349

vtosco@navfin.com