Pilot Financial

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Pilot Financial We never stray from our heading – helping you build your business with strategic planning assistance, coaching, compliance and administrative help.

We give you the resources and opportunities to allow you to focus on your clients and grow your practice. Registered associates of Pilot Financial are registered representatives of Lincoln Financial Securities Corporation. Investments and advisory services offered through Lincoln Financial Securities Corp., Member SIPC. Branch Office: 1010 North Elm St, Greensboro, NC 27401. Pilot Financial is not an affiliate of Lincoln Financial Securities.

Scaling your book of business isn't just about the numbers — it's about how you get there.Although some advisors joining...
10/13/2026

Scaling your book of business isn't just about the numbers — it's about how you get there.

Although some advisors joining Pilot have a non-solicitation clause for the first year, we run coaching sessions to make sure every advisor knows exactly what they can (and can't) do when it comes to client communication.

No guesswork. No risk to your reputation. Just a clear path to growth, backed by a network built to help you get there.

Join us in celebrating Dawn Gordon’s 40 years as a financial advisor! Dawn has been part of the Pilot network since the ...
10/08/2026

Join us in celebrating Dawn Gordon’s 40 years as a financial advisor! Dawn has been part of the Pilot network since the early 2000s, and we were thrilled to mark this milestone with her in her hometown of Las Vegas.

What began as a small practice has grown into a thriving legacy, grounded in the trust of clients she's guided through life's biggest moments.

In honor of this milestone, Dawn was presented with a Proclamation recognizing her contributions to her hometown of Las Vegas.

Congratulations, Dawn. We're so proud of you!

Join us in welcoming Chad Holland and Randall Harris of H&H Wealth Management to the Pilot Financial family! They are fo...
10/06/2026

Join us in welcoming Chad Holland and Randall Harris of H&H Wealth Management to the Pilot Financial family! They are focused on elevating the client experience through independence, innovation, and service.

With a background in financial planning and wealth management, Chad has led teams, advised multigenerational families, and developed strategies to grow, protect, and transition wealth.

Randall's career spans both financial services and mortgage lending, giving him a broad perspective on the decisions individuals and families face at every stage of life.

“𝘈𝘧𝘵𝘦𝘳 𝘮𝘰𝘳𝘦 𝘵𝘩𝘢𝘯 15 𝘺𝘦𝘢𝘳𝘴 𝘪𝘯 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘴𝘦𝘳𝘷𝘪𝘤𝘦𝘴 𝘢𝘯𝘥 𝘵𝘸𝘰 𝘥𝘦𝘤𝘢𝘥𝘦𝘴 𝘸𝘰𝘳𝘬𝘪𝘯𝘨 𝘪𝘯 𝘵𝘩𝘦 𝘮𝘰𝘳𝘵𝘨𝘢𝘨𝘦 𝘪𝘯𝘥𝘶𝘴𝘵𝘳𝘺, 𝘐’𝘷𝘦 𝘩𝘢𝘥 𝘵𝘩𝘦 𝘰𝘱𝘱𝘰𝘳𝘵𝘶𝘯𝘪𝘵𝘺 𝘵𝘰 𝘴𝘦𝘦 𝘩𝘰𝘸 𝘪𝘯𝘵𝘦𝘳𝘤𝘰𝘯𝘯𝘦𝘤𝘵𝘦𝘥 𝘵𝘩𝘦 𝘮𝘢𝘫𝘰𝘳 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘥𝘦𝘤𝘪𝘴𝘪𝘰𝘯𝘴 𝘪𝘯 𝘢 𝘤𝘭𝘪𝘦𝘯𝘵’𝘴 𝘭𝘪𝘧𝘦 𝘳𝘦𝘢𝘭𝘭𝘺 𝘢𝘳𝘦.

𝘖𝘶𝘳 𝘨𝘰𝘢𝘭 𝘸𝘪𝘵𝘩 𝘏&𝘏 𝘞𝘦𝘢𝘭𝘵𝘩 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵 𝘪𝘴 𝘵𝘰 𝘣𝘳𝘪𝘯𝘨 𝘵𝘩𝘰𝘴𝘦 𝘱𝘪𝘦𝘤𝘦𝘴 𝘵𝘰𝘨𝘦𝘵𝘩𝘦𝘳 𝘢𝘯𝘥 𝘩𝘦𝘭𝘱 𝘰𝘶𝘳 𝘤𝘭𝘪𝘦𝘯𝘵𝘴 𝘮𝘢𝘬𝘦 𝘪𝘯𝘧𝘰𝘳𝘮𝘦𝘥 𝘥𝘦𝘤𝘪𝘴𝘪𝘰𝘯𝘴 𝘸𝘪𝘵𝘩 𝘢 𝘤𝘭𝘦𝘢𝘳 𝘶𝘯𝘥𝘦𝘳𝘴𝘵𝘢𝘯𝘥𝘪𝘯𝘨 𝘰𝘧 𝘩𝘰𝘸 𝘵𝘩𝘦𝘺 𝘤𝘢𝘯 𝘣𝘶𝘪𝘭𝘥 𝘢 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘭𝘦𝘨𝘢𝘤𝘺 𝘧𝘰𝘳 𝘨𝘦𝘯𝘦𝘳𝘢𝘵𝘪𝘰𝘯𝘴 𝘵𝘰 𝘤𝘰𝘮𝘦.

𝘗𝘢𝘳𝘵𝘯𝘦𝘳𝘪𝘯𝘨 𝘵𝘰𝘨𝘦𝘵𝘩𝘦𝘳 𝘨𝘪𝘷𝘦𝘴 𝘊𝘩𝘢𝘥 𝘏𝘰𝘭𝘭𝘢𝘯𝘥 𝘢𝘯𝘥 𝘐 𝘵𝘩𝘦 𝘶𝘯𝘪𝘲𝘶𝘦 𝘰𝘱𝘱𝘰𝘳𝘵𝘶𝘯𝘪𝘵𝘺 𝘵𝘰 𝘣𝘶𝘪𝘭𝘥 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘨𝘳𝘦𝘢𝘵𝘦𝘳 𝘵𝘩𝘢𝘯 𝘶𝘴 𝘣𝘺 𝘣𝘳𝘪𝘯𝘨 𝘵𝘰𝘨𝘦𝘵𝘩𝘦𝘳 𝘰𝘶𝘳 𝘺𝘦𝘢𝘳𝘴 𝘰𝘧 𝘦𝘹𝘱𝘦𝘳𝘪𝘦𝘯𝘤𝘦, 𝘧𝘳𝘪𝘦𝘯𝘥𝘴𝘩𝘪𝘱, 𝘢𝘯𝘥 𝘢 𝘴𝘩𝘢𝘳𝘦𝘥 𝘤𝘰𝘮𝘮𝘪𝘵𝘮𝘦𝘯𝘵 𝘵𝘰 𝘴𝘦𝘳𝘷𝘪𝘯𝘨 𝘰𝘵𝘩𝘦𝘳𝘴.

𝘗𝘪𝘭𝘰𝘵 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘱𝘳𝘰𝘷𝘪𝘥𝘦𝘴 𝘵𝘩𝘦 𝘴𝘶𝘱𝘱𝘰𝘳𝘵 𝘢𝘯𝘥 𝘴𝘵𝘳𝘢𝘵𝘦𝘨𝘪𝘤 𝘨𝘶𝘪𝘥𝘢𝘯𝘤𝘦 𝘸𝘦 𝘯𝘦𝘦𝘥 𝘵𝘰 𝘣𝘶𝘪𝘭𝘥 𝘢𝘯𝘥 𝘨𝘳𝘰𝘸 𝘢𝘯 𝘪𝘯𝘥𝘦𝘱𝘦𝘯𝘥𝘦𝘯𝘵 𝘱𝘳𝘢𝘤𝘵𝘪𝘤𝘦, 𝘸𝘩𝘪𝘭𝘦 𝘓𝘗𝘓 𝘨𝘪𝘷𝘦𝘴 𝘶𝘴 𝘢𝘤𝘤𝘦𝘴𝘴 𝘵𝘰 𝘵𝘩𝘦 𝘵𝘦𝘤𝘩𝘯𝘰𝘭𝘰𝘨𝘺, 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘤𝘩𝘰𝘪𝘤𝘦𝘴, 𝘢𝘯𝘥 𝘳𝘦𝘴𝘰𝘶𝘳𝘤𝘦𝘴 𝘯𝘦𝘤𝘦𝘴𝘴𝘢𝘳𝘺 𝘵𝘰 𝘦𝘹𝘱𝘢𝘯𝘥 𝘸𝘩𝘢𝘵 𝘸𝘦 𝘤𝘢𝘯 𝘰𝘧𝘧𝘦𝘳 𝘰𝘶𝘳 𝘤𝘭𝘪𝘦𝘯𝘵𝘴.” – 𝘙𝘢𝘯𝘥𝘢𝘭𝘭 𝘏𝘢𝘳𝘳𝘪𝘴

Growth is the plan. More admin, compliance, and operational demands? Maybe not.The right OSJ (that's us!) can help you k...
09/24/2026

Growth is the plan. More admin, compliance, and operational demands? Maybe not.

The right OSJ (that's us!) can help you keep your focus where it belongs: on your clients and your business.

We provide the support and infrastructure to help independent advisors grow without having to do it all alone.

A milestone worth celebrating, and a future we’re excited to keep building.For 25 years, Pilot Financial has grown along...
09/22/2026

A milestone worth celebrating, and a future we’re excited to keep building.

For 25 years, Pilot Financial has grown alongside the advisors we serve, evolving our capabilities, expanding our community, and strengthening the support we provide.

We’re proud to mark this anniversary and even more excited about what’s ahead. To everyone who has been part of our journey, thank you. Here’s to 25 years of Pilot and the next chapter ahead! https://www.pilotfinancial.com/blog/celebrating-25-years-of-pilot-financial-a-history-that-runs-much-deeper

👇 This is the Pilot Financial mindset.
09/15/2026

👇 This is the Pilot Financial mindset.

Succession planning is more than preparing for the end of your career. It’s protecting what you’ve built and positioning...
09/10/2026

Succession planning is more than preparing for the end of your career. It’s protecting what you’ve built and positioning your business for what comes next.

A thoughtful plan can help you:
✔️ Protect business value
✔️ Ensure client continuity
✔️ Support your team
✔️ Create a smoother transition
✔️ Maintain greater control
✔️ Preserve your legacy

We can help you plan ahead, evaluate your options, and build a succession strategy that reflects your business, your goals, and the future you envision.

Whether you're in the field or on the green — we've got your back. Ready to see what we can do for your practice? Let’s ...
09/08/2026

Whether you're in the field or on the green — we've got your back.

Ready to see what we can do for your practice? Let’s talk.
Reach out to Justin McClendon at 📧 [email protected] or 📞 336-553-9673

This year, Pilot Financial celebrates 25 years. But our story began long before 2001.Our roots stretch back more than a ...
09/03/2026

This year, Pilot Financial celebrates 25 years. But our story began long before 2001.

Our roots stretch back more than a century, from two of North Carolina’s earliest insurance carriers to the independent organization we are today. Through decades of growth, partnerships, and change, one thing has remained constant: a commitment to supporting advisors and helping them build stronger businesses.

To everyone who has been part of our journey, thank you. Here’s to 25 years of Pilot and the next chapter! https://www.pilotfinancial.com/blog/celebrating-25-years-of-pilot-financial-a-history-that-runs-much-deeper

The easiest way to reduce Q4 stress? Start planning before it arrives. Your future self will thank you.
08/27/2026

The easiest way to reduce Q4 stress? Start planning before it arrives. Your future self will thank you.

Address

1010 N. Elm Street
Greensboro, NC
27401

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

Telephone

+13362729712

Website

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