Paige Kilburn
FINANCIAL ADVISOR | Charlotte, NC
FOCUS: GENERATIONAL WEALTH PLANS, RETIREMENT, INVESTMENTS, SUCCESSION PLANNING STRATEGIES, TAX MITIGATION, ESTATE PLANNING, LONG-TERM CARE.
I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel. Maya Angelou
Paige is a dedicated financial advisor based in Charlotte, NC, who began her advisory career in 2021 after more than a decade in the banking industry where she served as Branch Manager at BB&T, leading a team of six and delivering tailored financial solutions with professionalism and care. Her transition from banking professional to trusted advisor reflects her passion for helping women business owners and leaders gain clarity and confidence in their financial choices. She believes that when you prioritize the client experience, everything else takes care of itself—a philosophy that guides every client relationship.
Paige partners with business owners, families, and individuals to build thoughtful, customizable financial plans rooted in their unique goals. She is committed to ensuring clients understand the “why” behind their strategies, believing that strong financial planning not only empowers individuals but strengthens the communities they serve.
Outside of work, Paige enjoys going to church, traveling, running, hiking in the mountains, and fishing with her son. She is also an active community advocate, volunteering with nonprofits and organizations serving underserved and Black communities, including the NC Special Olympics and Women’s North Meck Club.
California Insurance License #4371418