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Certified Financial Planners in North Carolina

Certified Financial Planners in Hickory, NC

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12 results found

Anna Winger Hickory, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager • Operations Manager

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER™ & Staff Attorney at Mumy Financial Advisors, LLC, Attorney and...
Title:
CERTIFIED FINANCIAL PLANNER™ & Staff Attorney at Mumy Financial Advisors, LLC
Location:
Hickory/Lenoir, North Carolina Area
Industry:
Law Practice
Work history:
Mumy Financial Advisors, LLC - Hickory, NCCERTIFIED FINANCIAL PLANNER™ & Staff Attorneysince Mar 2013Huegerich & Winger, PLLC - Hickory/Lenoir, North Carolina AreaAttorney and Certified Financial Planner®since Jul 2011
Full Profile

John Olson Hickory, NC

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Financial Advisor, Ameriprise Financial Services Inc
Title:
Financial Advisor, Ameriprise Financial Services, Inc
Location:
Hickory/Lenoir, North Carolina Area
Industry:
Financial Services
Work history:
Financial Advisor, Ameriprise Financial Services Inc Certified Financial Plannersince Sep 1982
Full Profile

Mark Miller Hickory, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Partner • Chief Executive • Financial Manager

Experience & Education

Position:
Partner at Smith Miller Buff CPA PA, CPA PFS CFP at Smith Miller Buff CPA PA
Title:
at Smith Miller Buff CPA PA
Location:
Hickory/Lenoir, North Carolina Area
Industry:
Accounting
Work history:
Smith Miller Buff CPA PA Partnersince Jan 1987Smith Miller Buff CPA PA CPA PFS CFPsince Jan 1986
Certifications:
Certified Public Accountant, North Carolina
Personal Financial Specialist, AICPA
Full Profile

Scott Polo Hickory, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Office Assistant • Office Clerk • Clerical Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marine Engineer • Financial Manager

Experience & Education

Position:
Office Manager for Branch Office at Securities America
Location:
Hickory/Lenoir, North Carolina Area
Industry:
Financial Services
Work history:
Securities America Office Manager for Branch Officesince Nov 2000Polo Enterprises, Inc. Lead Marine EnginnerNov 1990 - Jan 2000
Full Profile

Rebecca Monish Hickory, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Resource Partners, LLC
Location:
Hickory/Lenoir, North Carolina Area
Industry:
Financial Services
Work history:
Resource Partners, LLC Certified Financial Planner
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Rafael Mitchell Hickory, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Supervisor • Managers • Financial Manager

Experience & Education

Position:
Supervisor at Cfp
Location:
Hickory/Lenoir, North Carolina Area
Industry:
Paper & Forest Products
Work history:
Cfp Supervisor
Full Profile

Kathy Starnes Hickory, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Supporting Member • Team Member • Information Technology Specialist • IT Specialist • Financial Manager

Experience & Education

Title:
CFP Associate at Fiserv
Location:
Hickory/Lenoir, North Carolina Area
Industry:
Information Technology and Services
Full Profile

Colleen Cornette Hickory, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Sales Agent • Sales Representative • Business Manager • Performer • Chairperson • Operations Manager • Chief Executive • Client Service Officer • Representative • Coordinator • Event Planner • Managers • Event Manager • Financial Manager • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Insurance Benefit Counselor • Workers Compensation Claims Examiner • Casualty Insurance Claims Examiner • Liability Specialist • Insurance Professional • Property Manager • Real Estate Manager • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
North Carolina Small Business Manager at Hanover Insurance Group
Title:
Executive Select Sales Rep at Hanover
Location:
Hickory/Lenoir, North Carolina Area
Industry:
Insurance
Work history:
Hanover Insurance Group North Carolina Small Business Managersince 2009Rose Haven Investments President2007 - 2013
Skills:
Underwriting, Insurance, Property & Casualty Insurance, Commercial Lines, Commercial Insurance, ...
Completed 10 parts of CFP training at UNCC 2009
Full Profile

Greg Ward Hickory, NC

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist • Financial Manager

Experience & Education

Position:
Senior Resident Financial Planner at Financial Finesse
Location:
Hickory/Lenoir, North Carolina Area
Industry:
Financial Services
Work history:
Financial Finesse Senior Resident Financial Plannersince Jun 2006Banc of America Investments Financial Advisor2004 - 2006
Certified Financial Planner,CFP
Full Profile

Henry Morphis Hickory, NC

Professions & Specialties

Law Specialist • Lawyers • Engineering Manager • Technology Manager • Information Technology Director • Development Director • Team Leader • Technical Managers • HR Manager • Operations Manager • IT Manager

Experience & Education

Position:
Attorney at Young, Morphis Bach & Taylor, LLP
Location:
Hickory/Lenoir, North Carolina Area
Industry:
Law Practice
Work history:
Young, Morphis Bach & Taylor, LLP - 400 Second Avenue NW, Hickory, NC 28601Attorneysince Aug 2006Vanguard Furniture Engineering Manager2000 - 2003
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Brian Sohovich Hickory, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Recruiting Consultant at Edward Jones
Location:
Hickory/Lenoir, North Carolina Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Oct 2000Edward Jones - Statesville, NCRecruiting ConsultantOct 2009 - Jan 2013
Certifications:
Certified Financial Planner, CFP Board
Full Profile

Craig Hicks Hickory, NC

Professions & Specialties

Manufacturing Engineer • Process Engineer • Industrial Engineer • Manager • Program Director • Operations Manager • Automotive Professional

Experience & Education

Position:
Manufacturing Engineer/Program Manager at Continental Structural Plastics
Location:
Hickory/Lenoir, North Carolina Area
Industry:
Automotive
Work history:
Continental Structural Plastics Manufacturing Engineer/Program Managersince Apr 2011Meridian Automotive Systems Engineering2001 - 2010
CFP
Full Profile

Certified Financial Planners near Hickory, NC068136204272340CharlotteMooresvilleBooneStatesvilleHuntersvilleBessemer CityDavidsonMount HollyShelbyCornelius


Certified Financial Planners around Hickory, NC

Boone  (3)
Charlotte  (338)
Cornelius  (1)
Davidson  (1)
Huntersville  (3)
Mooresville  (5)
Mount Holly  (1)
Shelby  (1)
Statesville  (3)

Certified Financial Planners in North Carolina

Sub-specializations