General Information

Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered though Securities America Advisors Inc. Milestone Advice Group and Securities America are unaffiliated.

Business Description

Judith Mohr is a CERTIFIED FINANCIAL PLANNERâ„¢ and Retirement Planning Specialist. She holds both a Series 7 and Series 65 securities license, as well as NC and SC life insurance and long term care licenses. She owns an independent financial planning and investment advisory business in Charlotte, NC and has been helping people choose financial products and services to meet their needs for more than 26 years. She proudly holds the following distinctions: ** recognized as a 2013 Charlotte Five Star Wealth Manager in Charlotte magazine ** A+ Rated Accredited Business by the Better Business Bureau

Milestone Advice Group
13850 Ballantyne Corporate Place #500
Charlotte, North Carolina, US28277 • 704-887-4902

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