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Location:
Charlotte, NC
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LOCATION INFO
4724 Sharon Road
Suite 2J
Charlotte, NC 28210
Phone: (704) 553-9553
Toll Free: (866) 553-9553
Fax: (704) 553-9496
ABOUT THIS LOCATION
With 26 years combined industry experience, the investment advisors of The Mutual Fund Store in Charlotte serve the areas of Charlotte/Mecklenburg County, York County and Lancaster County. From our Easy 401(k) Rollover to Retirement Paycheck services, we can develop a personalized investment strategy to help you meet your financial goals.
Austin Konecke
CFS®
Senior Investment Advisor
Began his career in the financial services industry in 1995.
Successfully completed the Series 6, 7, 24, 63 and 65 licenses administered by FINRA.
Earned the distinction of Certified Fund Specialist (CFS®).
B.A. degree in history from Scranton University.
Married to Sarah. They have a dog named Reagan.
Enjoys golf, sailing, swimming, cooking and flag football. Volunteer for United Way, church youth group and American Red Cross.
Shawn McCutchan
CMFC®
Senior Investment Advisor
Joined The Mutual Fund Store in 2008. Began his career in the financial services industry in 2001.
Successfully completed the Series 65 license administered by FINRA.
Earned the distinction of Chartered Mutual Fund Counselor (CMFC®).
A graduate of Lee University and completed graduate coursework at Keller University.
Married to Crystie. They have 3 children—Caitlyn, Jonathan, and Jacob.
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