Chip Jurgensen, CFP®, serves as a Private Wealth Manager at Creative Planning since April 2021. Prior experience includes roles as Senior Manager at Sullivan Bruyette Speros & Blayney and Private Wealth Advisor at Pinnacle Financial Partners. Other positions held include Vice President at RJ20, Wealth Management Advisor at Wachovia Bank/Wells Fargo, and Private Banker at BB&T. Chip Jurgensen holds an MBA in Finance and Financial Management Services and a BS in Finance, both from East Carolina University.
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Raleigh, United States
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