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CROWN JEWEL FINANCIAL SERVICES

ABOUT US

OUR FIRM

Our Story

Crown Jewel Financial Services is a financial service firm based in the “Queen City”, Charlotte, NC. Just as many royal families have crown jewels that are of high value, heavily protected and passed on to their heirs, you too have accumulated assets that are also worthy of protection and preservation.  We offer empowering, purposeful ways to protect what matters most to you: Life, Health and Wealth. We use insurance and other financial products to achieve security for your financial future.

OUR TEAM

Our Team

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Kimberly Weaver

Principal, Financial Professional

704-931-3171

Kimberly has Life, Health and Medicare insurance licenses in several states. She also holds certifications in Annuities, Medicare Supplements and is certified by the National Financial Educators Council as a Financial Education Instructor.

 

Kim assists young professionals and families who have longer term goals for Wealth Accumulation and Legacy Planning by helping them to build and protect assets against market volatility and to provide security from unexpected life events. She also assists those needing Medicare and Long-Term Care coverage.

Sean Weaver

Financial Professional

704-208-7406

Sean is an ordained minister and Financial Professional with more than a decade of experience in the financial services industry. He holds a Life license with certifications in Annuities and 403(b)/457(b) Rollovers and is certified by the National Financial Educators Council as a Financial Education Instructor. 

 

Sean specializes in helping clients who are nearing retirement and those who are recently retired to preserve their retirement savings using tax-free strategies and supplemental income solutions that they won’t outlive. 

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