Financial Directions Group Overview

  • Service
  • Other Service Provider Type

  • Founded
  • 1989

  • Employees
  • 4

  • Serviced Companies
  • 1

Financial Directions Group General Information


Financial Directions Group is an investment bank based in Cary, North Carolina. The firm was founded in 1989 and provides a wide array of financial services such as benefits programs, insurance planning, investments and financial planning.

Contact Information

Year Founded
Service Provider Type
Other Service Provider Type
Primary Office
  • 5001 Weston Parkway
  • Suite 200
  • Cary, NC 27513
  • United States
+1 (919) 000-0000

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Financial Directions Group Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Financial Directions Group Team (4)

Name Title Deals Office Contact
Robert Spivey Founder & Chief Executive Officer Cary, NC
Lori Spivey President & Owner Cary, NC
Jonathan Wackerly Director, Operations Cary, NC
Sharon Mayhew Benefits Analyst Cary, NC
To view Financial Directions Group’s complete team members history, request access »