Greensboro, NC

Our experienced advisors and teams pride themselves in understanding your needs, and ensuring you have a comprehensive knowledge of the strategies used to achieve your investing goals. We help can help secure your future through our innovative approach.

SPECIALIZATIONS:

    OUR TEAM

    Patty Blair

    Senior Strategic Wealth Advisor
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    James Carlson

    Managing Director, Investments
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    Joel Funderburk

    Senior Vice President, Market Manager
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    Kevin Herron

    Managing Director, Investments
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    EVENTS

    Check back soon for our office events!