Gloria A. Potts is committed to maintaining the highest standards of integrity and professionalism in her relationships with clients. She has been a personal financial advisor since 2004 and opened her own independent practice, Trueway Financial LLC in 2010. Trueway is conveniently located in the University area of north Charlotte.
A graduate of North Carolina Central University, Gloria holds Series 6, 63 and 65 designations in North Carolina, South Carolina, Georgia. Arizona and Texas. She is also licensed to sell a variety of insurance products including Life and Health, Long Term Care and Disability.
Gloria and her team are dedicated to developing lasting relationships with all clients. Once goals have been established, she customizes appropriate strategies to suit a client’s vision and objectives. She chose Cambridge Investment Research, Inc. as her Broker Dealer to help ensure clients were offered the widest possible range of products and services to meet their financial goals.
Gloria actively volunteers within the greater Charlotte community and is a key leader in the local church. Her greatest joys include family, travel and helping to drive social change by service to others.