Charlotte, NC

OUR TEAM

Advisors at Our Charlotte Office

Andy Brincefield

President and CEO
Meet Andy

Andy Harris

Financial Advisor
Meet Andy

Bob Holmes

Financial Advisor
Meet Bob

Bo Cauble

Financial Advisor
Meet Bo

Charles Stegall

Financial Advisor
Meet Charles

Courtenay Miller

Financial Advisor
Meet Courtenay

Daniel J. Andreotta

Financial Representative
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Dan Mullane

Financial Advisor
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Dave Taylor

Financial Advisor
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Dennis Myers

Financial Advisor
Meet Dennis

Genie Theimer

Financial Advisor
Meet Genie

James M. Matthews

Director of Wealth Management
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Jeff Howard

Financial Advisor
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Jeff Smith

Financial Advisor
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Joel Gardner

Financial Advisor
Meet Joel

Joe Pagani

Financial Advisor
Meet Joe

Keith Taylor

Financial Advisor
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Kelley Hughes

Managing Director and Market Leader for Women in Financial Services
Meet Kelley

Lang MacBain

Financial Representative
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Lisa Hund

Financial Advisor
Meet Lisa

Michael Acosta

Financial Advisor
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Michael Cousar

Brokerage Manager | Disability Income Specialist
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Michael Harris

Chief Operating Officer
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Michael A. Thompson

Financial Advisor
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Misty Petrosino

Director of Marketing and Systems - Advisors
Meet Misty

Neal Patel

Brokerage Manager | Disability Income Specialist
Meet Neal

Nicole Pilo

Financial Advisor
Meet Nicole

Rick Burger

Financial Advisor
Meet Rick

Roger Mills

Financial Advisor
Meet Roger

Tom Dumas

Financial Advisor
Meet Tom

Tony Montini

Financial Advisor
Meet Tony

William Brincefield

Financial Representative
Meet William

William McClanahan

Investment Advisor Representative
Meet William

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