Preferred Financial Strategies

David L. Conner has over 25 years of experience in financial and estate planning and specializes in helping clients live and enjoy the lives they envision for themselves and their families. A 1988 graduate of the University of North Carolina at Chapel Hill with a double major in Economics and Political Science, David works with families and businesses throughout North Carolina and the Southeast developing strategies to enhance their financial position, achieve financial growth, and maximize retirement income and security. David is the recipient of numerous awards including The National Quality Award, The National Sales Achievement Award and The Million Dollar Round Table where he is Top of the Table member. He also is a past President of the Gaston County Association of Insurance and Financial Advisors.

Summa Solutions was established to assist interior design project managers with manufacturing, to ensure expectations are met exactly as needed with no time consuming hiccups. The up’s and down’s of our 14 years experience in the casework business has prepared us to know where the roadblocks, hur...

JW Watts Tax Service in Lancaster, SC, has been providing expert tax preparation services since 1952. Our experienced team offers a range of services, including corporate taxes and income tax preparation. Let us help you navigate the complexities of taxes and ensure you get the maximum refund possible. Trust JW Watts Tax Service for all your tax needs.