Local Contacts for 403(b) Deferred Compensation Accounts:
Local Contacts for Opening New 403(b) Deferred Compensation Accounts Effective January 1, 2009:
Company: American Century Investments
Approved Product: Mutual Fund Company
Contact: All Customer Service Representatives
Phone: 1-800-345-3533
Web address: enroll
Email: jose_Vasquez@
Company: AXA Equitable
Approved Product: Equi-Vest Strategies TSA
Contact: Leo Sbardella
Address: 10840 Ballantyne Commons Parkway, Suite 100, Charlotte, NC 28277
Phone: 704-540-2965
Email: leo.sbardella@axa-
Company: Edward Jones
Approved Product: 403(b) ASP
Contact 1: Michael Hanzlik
Address 1: 627 Highway 29 North, China Grove, NC 28023
Phone 1: 704-857-5454
Email: Michael.hanzlik@
Contact 2: Stephen Kidd
Address 2: 127 North Fulton Street, Salisbury, NC 28144
Phone 2: 704-636-6469
Email: Stephen.kidd@
Contact 3: Don Coggins
Address 3: 228 Statesville Blvd, Salisbury, NC 28144
Phone 3: 704-647-0850
Email: don.coggins@
Contact 4: John Philpott
Address 4: 460 Jake Alexander Blvd. West, Salisbury, NC 28146
Phone 4: 704-633-8300
Email: john.philpott@
Contact 5: Jolene Philpott
Address 5: 122-B Avalon Drive, Salisbury, NC 28146
Phone 5: 704-636-6327
Email: Jolene.philpott@
Company: Great American Financial Resources
Approved Products: FlexMax 7, GreatFlex 6, and GreatFlex 6 Group
Contact: Cliff and Diane Robinson
Address: Robinson & Associates, Inc., 1305 Bird Road, Albemarle, NC 28001
Phone: 704-982-6700 or 800-433-4032
Email: drobinson@
Company: Horace Mann
Approved Products: Group Variable Annuity and Group Fixed Annuity
Contact 1: Robert Bartlett
Address 1: 507 West Innes Street, Suite 260, Salisbury, NC 28144
Phone 1: 704-633-1717 or 704-639-6000 (cell)
Email 1: bob.bartlett@
Contact 2: Fred Brinskelle
Address 2: 100 West Innes Street, Salisbury, NC 28144
Phone 2: 704-642-0306
Email 2: fred.brinskelle@
Company: ING
Approved Product: Custom Choice Voluntary TDA
Contact 1: James Mundy
Address 1: 1620 South Boundary Street, Unit 108, Salisbury, NC 28144
Phone 1: 704-637-9932
Email 1: james.mundy@
Contact 2: Jonathan Shores
Address 2: The Shores Group, PO Box 338, Salisbury, NC 28145
Phone 2: 704-645-7283
Email: shoresgroup@
Contact 3: Tom Shores
Address 3: Cornelius, NC
Phone 3: 800-768-6542
Email 3: ctshores@
Company: Lincoln Investment
Approved Products: Retirement Solutions and Retirement Solutions Premier
Contact: Cliff and Diane Robinson
Address: Robinson & Associates, Inc., 1305 Bird Road, Albemarle, NC 28001
Phone: 704-982-6700 or 800-433-4032
Email: drobinson@
Company: Primerica Financial Services
Approved Products: Leg Mason Partners Mutual Fund, Pioneer Funds, Van Kampen Funds, and Aim Funds
Contact 1: Jodie Zucchero
Address 1: 7508 East Independence Blvd., Suite 119, Charlotte, NC 28227
Phone 1: 704-531-5450 or 704-995-3381 (cell)
Email 1: jbjordan456@
Contact 2: H. James Dillon
Address 2: 7508 East Independence Blvd., Suite 119, Charlotte, NC 28227
Phone 2: 704-531-5450 or 704-905-2665 (cell)
Email 2: hdillon@carolina.
Company: Thrivent Financial for Lutherans
Approved Products: Thrivent Mutual Funds, Flexible Premium Deferred Variable, Flexible Deferred Annuity - Security Plus, and Flexible Premium Deferred Annuity - Multi Year Guarantee Series
Contact 1: Eric Brady
Address 1: 2507 Jake Alexander Blvd. South, Salisbury, NC 28146
Phone 1: 704-633-0722
Email 1: eric.brady@
Contact 2: Brad Brady
Address 2: 2507 Jake Alexander Blvd. South, Salisbury, NC 28146
Phone 2: 704-633-0722
Email 2: brad.brady@
Contact 3: Jennifer Myers
Address 3: 2507 Jake Alexander Blvd. South, Salisbury, NC 28146
Phone 3: 704-633-0722
Email 3: jennifer.myers@
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