For over 30 years Angela Sloan, CEO and founder of Sloan Financial Group, has dedicated herself to helping clients secure their financial future. Angela’s responsible financial advice and tax-saving strategies have helped her clients grow and protect their retirement portfolio, even during turbulent financial times. Through Angela’s vision, Sloan Financial has grown to provide an integrated suite of products and services to ensure each client’s complete financial wellbeing.
Angela’s interest in the financial business came at an early age when a “trusted” financial advisor left her with little to show for her family’s life savings. This misfortune motivated Angela to make it her life’s work to keep bad things from happening to good people.
Angela’s commitment to helping families comfortably organize their financial affairs has won her numerous accomplishments, including the Pioneer Service Excellence Award, the AMS Inventor of the Year Award, and winner of the Richard M. Metcalfe Memorial Award. She has also been featured in financial publication including Financial Advisor Magazine, ProActive Advisor Magazine and Greater Charlotte Biz Magazine. Rounding out Angela’s list of accomplishments includes many guest speaking appearances and panel participation for organizations like Clemson University’s Professional Development for Women and York Technical College Entrepreneur and guest appearances on national financial related radio and television broadcast.
Through Angela’s vision, Sloan Financial Group has become one of the only full service financial organization in the area. With expertise in financial planning, taxes, and insurance, Sloan is able to recommend products, services, and strategies to maximize each client’s financial success.
Sloan Financial Group is committed to serving and educating residents of Charlotte, North Carolina and surrounding areas of York County, South Carolina. As a York County native, Angela is well-known for the complimentary educational programs she hosts throughout the Carolinas.
Angela and her husband Carl, Chief Financial Officer of the company, have been married for 20 years. They have three children and five grandchildren. Their passion for meeting the needs of their community extend well beyond the services they provide through Sloan Financial Group. They also embrace the community extensively in their support of homeless shelters, mission work outreach programs through First Baptist Church, local charities, and their involvement in the local schools.