Potter News

June 2018 - Commonwealth Financial Network®, the nation’s largest privately held Registered Investment Adviser–independent broker/dealer, announces the addition of The Potter Financial Group, of Durham, North Carolina, to its network of independent financial advisors.

November 2017 - PFG Cares is a proud supporter of the Diaper Bank of NC in their mission to help families struggling to afford diapers.

November 2017 - Jackie McDowell, VP of Operations is celebrating 30 years of continuous service with the Potter Financial group!

April 2017 - Congratulations to Jason Harmon, CFP® who has been promoted to Wealth Advisor Associate. Jason will be taking a more active role in working with our clients.

November 2016 - PFG Cares is a proud supporter of Families Moving Forward in their mission in providing temporary housing for homeless families with children.

November 2015 - PFG Cares is a proud supporter of the Urban Ministries of Durham in their mission in offering food and shelter to neighbors in need.

April 2015 - Chip Roe, Principal and Vice President, is celebrating 20 years of continuous service with the Potter Financial Group!

January 2015 - Please welcome Jason Harmon, CFP who joins the Potter Financial Group as a new Client Services Associate.