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Certified Financial Planners in North Carolina

Certified Financial Planners in Raleigh, NC

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227 results found

Jacquelyn Manson Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chief Networking Officer • Owner • Director • Manager • Customer Relations • Financial Manager • Chief Executive • Operations Manager • Sales Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Coordinator • Supervisor • Managers • Sales Coordinator • Client Service Officer • Customer Service • Public Relations Professinal

Experience & Education

Location:
Raleigh-Durham, North Carolina Area
Industry:
Events Services
Work history:
Walter J. Pikul, CPA Client Relations Manager- ContractJun 2009 - Feb 2010Wydham Worldwide/ Marriott Internationa/Best Western/Holiday Inn Sales & Event Director/Sales Coordinator/Group Sales/Front Desk SupervisorFeb 2007 - May 2009
Skills:
Public & Client Relations, Event Management, Conference & Meeting Planner, Marketing, Branding,...
CFP
Full Profile

Dave Kerstine Raleigh, NC

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Security • Guide • Tour Guide • Financial Manager • Entrepreneur • Investor • Business Administrator • Analysts • Managers • Marketing Manager • Program Director • Operations Manager • Project Managers • Health Insurance Agent • Insurance Salesperson • Insurance Professional • Underwriter • Marketing Administrator • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Model • Doctor of Philosophy • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Information Technology Specialist • IT Specialist

Experience & Education

Location:
Raleigh-Durham, North Carolina Area
Industry:
Computer & Network Security
Work history:
AXA Advisors CERTIFIED FINANCIAL PLANNER (tm), CFP®2006 - 2009Edward Jones Financial Consultant2002 - 2006
Skills:
Certified Financial Planner, Series 7 NYSE Series 65 NASD Certification, Life Health Insurance...
Full Profile

Margaret Glass Raleigh, NC

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Juris Doctor • Master of Business Administration • Advisor • Counselor • Moderator • Speaker • Guide • Representative • Spokesperson • Tour Guide • Mediator • Chairperson • Owner • Corporate Executive • Financial Manager • Chief Executive • Underwriter • Team Member • Inspector • Of Counsel • Jurist • Financial Officer • Department Supervisor • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist • Recruitment • Property Manager • Real Estate Manager • State Inspector

Experience & Education

Position:
President / Owner at TurningPoints LLC
Title:
JD, MBA, CFP®, SPHR - Professional Advisor & Consultant - Transitions, Change Management, Facilitator,Mediator,Speaker
Location:
Raleigh-Durham, North Carolina Area
Industry:
Management Consulting
Work history:
TurningPoints LLC President / Ownersince Jan 2005Northwestern Mutual Financial Network Financial RepresentativeOct 1998 - Dec 2004
Skills:
Corporate Governance, Conflict Management, Due Diligence, Ethics, Mediation, Coaching, Strategic...
Full Profile

Frances Cronlund Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Certified Financial Planner at First Citizens Bank
Location:
Raleigh-Durham, North Carolina Area
Industry:
Banking
Full Profile

Phil Royal Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Advisor • Owner • Chairperson • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Model • Philanthrope • Business Administrator • Managers • Team Member • Non-Profit • Project Managers • Marketing Manager • Operations Manager • Department Store Salesperson • Retail Professional • Retail Salesperson • Inbound Marketer • Web Marketer • Computational Scientist • Information Technology Specialist • Software Developers • Computer Scientists • IT Specialist • School Administrator • Educational Manager

Experience & Education

Position:
Private Wealth Advisor/Owner/CERTIFIED FINANCIAL PLANNER™ at Master Plan Wealth Management, LLC
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Master Plan Wealth Management, LLC Private Wealth Advisor/Owner/CERTIFIED FINANCIAL PLANNER™since Mar 2010Master Plan Financial Services, Inc President/Owner/Certified Financial PlannerJan 1995 - Jan 2009
Skills:
Proactive investment management using sophisticated market timing techniques to take advantage of...
Full Profile

Malcolm Trevillian Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Investment Analyst • Owner • Founder • Chief Executive • Founding Member • Financial Manager • Advisor • Technician • Counselor • Technical Specialist • Technical Support Specialists • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Fiduciary • Trust Law Attorney • Lawyers • Compliance Manager • Operations Manager • Analysts • Non-Profit • Lecturer • Postsecondary Teacher • School Administrator • Educational Manager • Government Administration Officer • Civil Servant

Experience & Education

Position:
Founder and Owner at Chatham Advisors, Senior Investment Advisor at Verity Investments
Title:
Owner of Chatham Advisors
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Chatham Advisors - Durham, NCFounder and Ownersince Mar 2008Verity Investments - Durham, NCSenior Investment Advisorsince Sep 2008
Full Profile

Tacker Lecarpentier Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Lawyer • Agent • Sales Representative • Director • Chairperson • Chief Executive Officer • Co-Founder • Operations Manager • Chief Executive • Corporate Executive • Founder • Founding Member • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director, Settlement Planning & Structured Settlements at Lawyers Structured Settlements
Title:
Attorney/Structured Settlement Broker
Location:
Raleigh-Durham, North Carolina Area
Industry:
Legal Services
Work history:
Lawyers Structured Settlements Director, Settlement Planning & Structured Settlementssince Sep 2006Structured Sales, Inc. President/Chief Executive OfficerAug 2005 - Aug 2006
s and CFP
Full Profile

Jennifer Luckenbach Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Information Technology Specialist • IT Specialist • Marketing Consultant • Advertising Professional • Market Analyst • Market Research Analyst • Advertising Sales Agent • Co-Founder • Financial Manager • Founder • Founding Member • Chief Executive • Graphic Design Specialist • Graphic Designer • Counselor • Philanthrope • Non-Profit • Advisor • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Assistant to Certified Financial Planner at Navigon Financial Group
Location:
Raleigh-Durham, North Carolina Area
Industry:
Information Technology and Services
Work history:
Navigon Financial Group Assistant to Certified Financial Plannersince Nov 2009Unaverra, LLC Co-Founder and Marketing ConsultantApr 2001 - Dec 2005
Skills:
Marketing Communications, Partner Management, Event Management
Full Profile

Jim Congdon Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Operations Manager • Director of Operations • Financial Manager • Construction • Designers • Department Supervisor • Manager • Technician • Service Operations Expert • Technical Specialist • Technical Support Specialists • Electrician • Certified Nurse Aide • Nurse • Nurse Practitioner • Computer Software Professional • Software Developers

Experience & Education

Position:
Operations Manager - Installation Division at The CFP Group, Inc.
Location:
Raleigh-Durham, North Carolina Area
Industry:
Construction
Work history:
The CFP Group, Inc. Operations Manager - Installation Divisionsince Nov 2012The CFP Group, Inc. Senior Fire Alarm DesignerSep 2008 - Nov 2012
Certifications:
NICET-IV Fire Alarm Systems, National Institute For Certification In Engineering Technologies
OSHA-30
Full Profile

John Lounsbury Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Copy Desk Chief • Copy Editor • Editing Professional • Writing and Editing Professional • Writer and Editor • Partner • Owner • Chief Executive • Financial Manager • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Head Engineer • Engineering Manager • Spokesperson • Representative • Mathematician • IT Specialist

Experience & Education

Position:
Founding Partner and Managing Editor at Econintersect LLC, Proprietor Owner at John B. Lounsbury,...
Title:
Founding Partner and Managing Editor at Econintersect LLC
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Econintersect LLC Founding Partner and Managing Editorsince Apr 2010John B. Lounsbury, CFP Proprietor Ownersince Jun 2001
Full Profile

Adam Whitesell Raleigh, 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 • Advisor • Financial Manager

Experience & Education

Position:
Financial Advisor | Business Financial Advisor |CFP®, CRPC®, APMA(sm) at Ameriprise Financial...
Title:
Financial Advisor | Business Financial Advisor |CFP®, CRPC® and APMA(sm) at Ameriprise Financial Services, Inc.
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisor | Business Financial Advisor |CFP®, CRPC®, APMA(sm)since Oct 2006Ameriprise Financial Financial Advisorsince Oct 2006
Full Profile

Troy Smith Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Director of Quality Control • Chairperson • Founder • Owner • Financial Manager • Compliance Manager • Chief Executive • Founding Member • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Advisor • Associate Professor • Lecturer • Postsecondary Teacher • Bachelor of Science • Sales Representative

Experience & Education

Position:
President & Chief Compliance Officer at Wake Wealth Management Co., Certified Financial Planner ...
Title:
Certified Financial Planner (TM)
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Wake Wealth Management Co. - 3737 Glenwood Ave, Suite 100, Raleigh, NC 27612President & Chief Compliance Officersince Oct 2011- Certified Financial Plannersince Oct 2003
Skills:
Financial Planning, Asset Management, Retirement Planning, Wealth Management, Portfolio Management, ...
Full Profile

Mike Ingaglio Raleigh, NC

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Electrical Engineer • Electrical Engineering • Advertising Professional • Advertising Sales Agent • Owner • Financial Manager • Chief Executive • Sales Director • Operations Manager • Production Manager • Founding Member • Sales Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Regional Sales Consultant • Sales Representative • Software Engineer • Software Developers

Experience & Education

Position:
Financial Advisor/CFP at Mike Ingaglio, CFP(R)
Title:
Financial Advisor/CFP(R) at Mike Ingaglio, CFP(R)
Location:
Raleigh-Durham, North Carolina Area
Industry:
Marketing and Advertising
Work history:
Mike Ingaglio, CFP(R) - Author of "14 Financial Planning Basics for ANY Economy"Financial Advisor/CFPsince Oct 1997Atlas Owner/Product Mgr/App EngineerOct 1991 - Nov 2005
Full Profile

Jim Kniffen Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Publisher • Guide • Publishing Professional • Tour Guide • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Publisher at Triangle Legal Resource Guide
Location:
Raleigh-Durham, North Carolina Area
Industry:
Legal Services
Work history:
Triangle Legal Resource Guide Publishersince Mar 2010Various financial services firms Certified Financial PlannerSep 1985 - Dec 2009
Skills:
Seeking: New Business Development opportunity within a thriving and challenging enterprise
Full Profile

Kathleen Burkett Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chief Executive Officer • Marketing Manager • Vice President • Corporate Executive • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Administrator • Subject Matter Expert • Skilled Professional • Financial Compliance Examiner • Auditor

Experience & Education

Position:
Managing Director, Personal Financial Planning at Triangle Securities Wealth Management, Inc.
Title:
Managing Director Triangle Securities Wealth Management
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Triangle Securities Wealth Management, Inc. - Raleigh-Durham, North Carolina AreaManaging Director, Personal Financial Planningsince 2005Wachovia Securities, Richmond VA Financial Planning Marketing Manager, First Vice President1997 - 2004
Full Profile

Bo Burgwyn Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chief Executive Officer • Financial Manager • Corporate Executive • Chief Executive • Instructor • Pedagogue • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER / CEO at Riverbrook Wealth Planning, Instructor for Certified Financial ...
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Riverbrook Wealth Planning CERTIFIED FINANCIAL PLANNER / CEODuke University Instructor for Certified Financial Planning Curriculumsince 2008
Skills:
Wealth Planning, Portfolio Managment, Policy Review, Education Fund Set-up and management, Life and ...
Full Profile

Alan Feigenbaum Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Editor • Financial Manager

Experience & Education

Title:
Divorce Financial Planning, CERTIFIED FINANCIAL PLANNER® Certificant, Writer/Editor (Personal-Finance, Business)
Location:
Raleigh-Durham, North Carolina Area
Industry:
Writing and Editing
Full Profile

Holly Nicholson Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Financial Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Registered Investment Advisor/Certified Financial Planner at Financial Planning Services, Inc.,...
Title:
President at Financial Planning Services, Inc.
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Financial Planning Services, Inc. Registered Investment Advisor/Certified Financial Plannersince Aug 1989Financial Planning Services, Inc Presidentsince Aug 1989
Full Profile

Pam Brinkley Raleigh, NC

Professions & Specialties

Certified Financial Planner • Financial Specialist • Financial Services Professional • Puchasing and Estimating Manager • Financial Services Sales Agent • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Board Member • Chairperson • Financial Manager • Management Team Executive • Operations Manager • Chief Executive

Experience & Education

Position:
Shareholder at Thomas, Knight, Trent, King and Company
Location:
Raleigh-Durham, North Carolina Area
Industry:
Accounting
Work history:
Thomas, Knight, Trent, King and Company - Durham, NCShareholdersince Jan 1991
Full Profile

Teresa Dew Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chief Executive Officer • Chief Administrative Officer • Corporate Executive • Chief Executive • Operations Manager • Financial Manager • Organization Management • Non-Profit • Office Assistant • Office Clerk • Clerical Specialist

Experience & Education

Position:
Executive Director at Christians United Outreach Center
Location:
Raleigh-Durham, North Carolina Area
Industry:
Non-Profit Organization Management
Work history:
Christians United Outreach Center Executive DirectorHarvey Financial Services, Inc. Office ManagerSep 2006 - Sep 2009
Skills:
non-profit, local politics, Lions Club, singing Southern Gospel Music with the GloryBound Singers
Full Profile

Robert Mouro Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Operations Manager • Counselor • Business Administrator • Advisor • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Region Manager • Area Manager • Managers • Government Administration Officer • Civil Servant • IT Specialist

Experience & Education

Position:
Vice President at Merrill Lynch
Title:
Vice President
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Merrill Lynch - Cary, NCVice Presidentsince 2003IBM Global Services Executive ConsultantOct 2000 - Dec 2002
Full Profile

Patrick Yanke Raleigh, NC

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Contractor • Model • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Partner • Financial Manager • Chief Executive • Retail Salesperson

Experience & Education

Position:
Certified Financial Planner™ at Yanke Financial, LLC (Self-employed)
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Yanke Financial, LLC Certified Financial Planner™since Jul 2009Wells Fargo Advisors, LLC Financial AdvisorMay 2009 - Jul 2009
Skills:
Certified Financial Planner and Accredited Asset Management Specialist
Full Profile

Ben Graff Raleigh, NC

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager • Bachelor of Science • Business Administrator

Experience & Education

Position:
Certified Financial Planner™ Professional at Ameriprise Financial
Title:
CFP®, APMA℠ and Financial Advisor at Ameriprise Financial
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Ameriprise Financial Certified Financial Planner™ Professionalsince 2007State Employees' Credit Union - Chapel Hill, NCFinancial Services OfficerApr 2004 - Apr 2007
Skills:
Saving for Education, Retirement Planning, Employee Stock Options, Estate Planning, Investments,...
Certifications:
CERTIFIED FINANCIAL PLANNER™ professional
Accredited Portfolio Management Advisor℠
Full Profile

Joanna Yu Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Project Manager • Independent Contractor • Contractor • Law Specialist • Legal Aide • Lawyers • Paralegal • Financial Manager • Project Managers • Independent Business Owners

Experience & Education

Position:
Matching Grants CFP at IBM
Location:
Raleigh-Durham, North Carolina Area
Industry:
Law Practice
Work history:
IBM - Durham, NCMatching Grants CFPsince Jul 2011Motricity - Durham, NCLegal AssistantMay 2011 - Jun 2011
Languages:
Korean
Full Profile

Justin Taylor Raleigh, NC

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Customer Service

Experience & Education

Position:
Vice President at Duncan-Williams, Inc.
Title:
Vice President, CFP ® - Private Client Group at Duncan-Williams, Inc.
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Duncan-Williams, Inc. Vice Presidentsince Feb 2011Wells Fargo Financial Advisor - CFP®May 2006 - Feb 2011
Full Profile

Dave Powell Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Founder • Owner • Financial Manager • Founding Member • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Musicians

Experience & Education

Position:
Certified Financial Planner, founder, and owner at Dave Powell & Associates, a financial...
Title:
CFP Certified Financial Planner, Dave Powell & Associates, a financial advisory practice of Ameriprise Financial
Location:
Raleigh-Durham, North Carolina Area
Industry:
Investment Management
Work history:
Dave Powell & Associates, a financial advisory practice of Ameriprise Financial Services Inc. - Raleigh-Durham, North Carolina AreaCertified Financial Planner, founder, and ownersince 1987North Carolina Symphony French Horn Musician1986 - 1987
Certifications:
CFP Certified Financial Planner practitioner
ChFC Chartered Financial Consultant
Full Profile

Michael Edwards Raleigh, NC

Professions & Specialties

Certified Financial Planner • Financial Specialist • Financial Services Professional • Puchasing and Estimating Manager • Financial Services Sales Agent • Trader • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager • Business Administrator • Bachelor of Science • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
CFP®, Financial Planning Strategist at BB&T Wealth
Title:
Financial Planning Strategist at Branch Banking and Trust
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
BB&T Wealth CFP®, Financial Planning Strategistsince Feb 2008Wachovia, A Wells Fargo Company Licensed Financial SpecialistSep 2006 - Jan 2008
Skills:
Credit, Securities, Insurance, Estate Planning, Wealth Management, Strategic Financial Planning,...
Full Profile

David Rakestraw Raleigh, NC

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Position:
Vice President / Financial Advisor at Scott & Stringfellow
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Scott & Stringfellow - Raleigh-Durham, North Carolina AreaVice President / Financial Advisorsince Jul 2010BB&T Wealth Management Advisor, CFPJul 2004 - Jul 2010
Skills:
Wealth, Series 7, Strategic Financial Planning, Insurance, Retirement, Series 65, Credit Analysis,...
Full Profile

Kelsey Dougherty Raleigh, 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 • Apprentice • Student Worker • Financial Manager

Experience & Education

Position:
Financial Advisor at Raymond James Financial Services Inc., Member FINRA/SIPC
Title:
Financial Advisor, AAMS®
Location:
Raleigh, North Carolina
Industry:
Financial Services
Work history:
Raymond James Financial Services Inc., Member FINRA/SIPC Financial Advisorsince May 2011Raymond James Financial Services InternMay 2010 - Aug 2010
Assisted CFP
Full Profile

Joan Mccool Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Financial Manager • Managers • Recruitment • Postsecondary Teacher

Experience & Education

Position:
SVP of IRA & Investment Services at State Employees' Credit Union
Title:
SVP at State Employees' Credit Union
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
State Employees' Credit Union SVP of IRA & Investment Servicessince Mar 2005State Employees' Credit Union VP of Investment ServicesSep 2003 - Mar 2005
Obtained CFP and NASD licenses
Full Profile

Ron Keever Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
CFP
Location:
Raleigh-Durham, North Carolina Area
Industry:
Banking
Full Profile

Brant Spesshardt Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Loan Officers • Partner • Chief Executive • Financial Manager • Butler • Independent Contractor • Personal Care Aide • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Management Team Executive • Operations Manager • Marketing Manager • Business Administrator • Organization Management • Non-Profit • Team Member • Spokesperson • Representative • Inbound Marketer • Web Marketer • Bachelor of Science

Experience & Education

Position:
Partner at Steward Wealth Strategies, ELP for Investing and Long Term Care Insurance for The Dave...
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Steward Wealth Strategies Partnersince Jan 2009Self Employed ELP for Investing and Long Term Care Insurance for The Dave Ramsey Showsince 2008
Skills:
Certified Financial Planner, ELP for The Dave Ramsey Show
Full Profile

Gerald Townsend Raleigh, NC

Professions & Specialties

Certified Financial Planner • Financial Specialist • Financial Services Professional • Puchasing and Estimating Manager • Financial Services Sales Agent • Owner • Chairperson • Chief Executive • Financial Manager • Certified Public Accountant • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Technician • Speaker • Technical Specialist • Technical Support Specialists • Spokesperson • Representative • Editor • School Principal • School Administrator • Educational Manager • Agent • Sales Agent • Sales Representative

Experience & Education

Position:
President at Townsend Asset Management Corp
Title:
Owner, Townsend Asset Management Corp
Location:
Raleigh-Durham, North Carolina Area
Industry:
Investment Management
Work history:
Townsend Asset Management Corp - Raleigh-Durham, North Carolina AreaPresidentsince Oct 1982FSC Securities Corp. Registered PrincipalOct 1982 - Dec 1987
Skills:
Strategic Financial Planning, Investments, Asset Managment, Portfolio Management, Investment...
Languages:
Chinese
Full Profile

Mary Beth Parker Raleigh, NC

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Financial Consultant • Volunteer • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Contractor • Team Member • Independent Business Owners • Chief Executive • Operations Manager • Master of Business Administration

Experience & Education

Position:
Asset Management Group at Local Government Federal Credit Union
Title:
Financial Planner
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Local Government Federal Credit Union - Raleigh, NCAsset Management Groupsince May 2010Self employed Certified Financial PlannerNov 2008 - May 2010
Skills:
Financial Planning, Asset Management, Financial Analysis, Strategic Planning, Banking, Financial...
Full Profile

Eric Hilliard Raleigh, NC

Professions & Specialties

Certified Financial Planner • Loan Officer • Puchasing and Estimating Manager • Loan Officers • Owner • Chief Executive • Financial Manager • Marketing Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Branch Manager • Field Marketing Specialist • Marketing Administrator • Customer Service • Client Service Officer

Experience & Education

Position:
Branch Manager and CERTIFIED FINANCIAL PLANNER® at Raymond James Financial Services, Inc., Member...
Title:
Owner, Raymond James Financial Services, inc., Member FINRA/SIPC
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Raymond James Financial Services, Inc., Member FINRA/SIPC Branch Manager and CERTIFIED FINANCIAL PLANNER®since Oct 1995United Carolina Bank Customer Service and Residential Loan OfficerJan 1994 - Jan 1995
Full Profile

Jason Deibert Raleigh, 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 • Chief Executive • Nurse Practitioner • Grinding and Polishing Worker

Experience & Education

Position:
Senior Financial Advisor, CFP® at Ameriprise Financial
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Ameriprise Financial Senior Financial Advisor, CFP®since Sep 2002
Skills:
Comprehensive Financial Planning, Investment Advice & Asset Allocation, Income Tax Planning...
Full Profile

John Franklin Raleigh, 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 • Counselor • Representative • Advisor • Customer Service • Client Service Officer • Legal Counsel • Financial Manager

Experience & Education

Position:
Financial Advisor and CFP® at Financial Strategies Group
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Financial Strategies Group Financial Advisor and CFP®since Aug 2012Cornerstone Wealth Management, LLC CFP®May 2005 - May 2012
Full Profile

Rusty Eriksen Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Hilltop Wealth Advisors, A private wealth advisory practice of Ameriprise...
Title:
Financial Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Hilltop Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services Financial Advisorsince Nov 2003Wells Fargo Credit ManagerJun 2003 - Nov 2003
Certifications:
CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®), CFP Board
Chartered Financial Consultant® (ChFC®), The American College
Full Profile

Hunter Muse Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Title:
Certified Financial planner with Ameriprise Financial
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince 2002FUNimation Entertainment Director of Internet MarketingOct 2000 - Aug 2002
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Fred Whitney Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Senior Vice President • Vice President • Chief Executive • Financial Manager • Planner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President/Investment Officer, CFP® at Wells Fargo Advisors
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors Senior Vice President/Investment Officer, CFP®since 1981
Skills:
Asset Management, Investment Planning
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Walt Dunn Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Agent • Sales Representative • Financial Manager

Experience & Education

Position:
Agent at Allstate, Agent at Dunn Insurance Agency
Title:
Agent at Dunn Insurance Agency
Location:
Raleigh-Durham, North Carolina Area
Industry:
Insurance
Work history:
Allstate Agentsince Oct 2007Dunn Insurance Agency Agentsince Oct 2007
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Michael Dickinson Raleigh, NC

Professions & Specialties

Certified Financial Planner • Financial Consultant • Portfolio Manager • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Vice President • Manager • Director • Chief Executive • Financial Manager • Operations Manager • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President, CFP®, Financial Advisor/Portfolio Manager/Corporate Client Group Director at Morgan...
Title:
Vice President, CFP®* at Morgan Stanley Wealth Management
Location:
Raleigh, North Carolina
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Raleigh, NCVice President, CFP®, Financial Advisor/Portfolio Manager/Corporate Client Group Directorsince May 2009UBS Wealth Management - Raleigh, NCVice President, CFP®Aug 2000 - May 2009
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Richard Bevan Raleigh, NC

Professions & Specialties

Financial Services Professional • Trader • Certified Financial Planner • Financial Services Sales Agent • Capital Markets Professional • Puchasing and Estimating Manager • Customer Service • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Advisor • Financial Manager • Department Store Salesperson • Retail Professional • Retail Salesperson • Airplane Mechanic • Mechanic • Team Member • Chief Executive • Operations Manager

Experience & Education

Title:
Financial Services Professional
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Merrill Lynch - Jacksonville, Florida AreaInvestment SpecialistJun 2012 - Jan 2013Fidelity Investments - Jacksonville, FloridaFinancial Representative / Trader / AdvisorNov 2007 - Jun 2012
Languages:
Spanish, coversational
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Margie Glass Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Juris Doctor • Master of Business Administration • Advisor • Counselor • Moderator • Speaker • Spokesperson • Representative • Mediator • Financial Manager

Experience & Education

Title:
JD, MBA, CFP, SPHR - Professional Advisor & Consultant - Transitions, Change Management, Facilitator,Mediator,Speaker
Location:
Raleigh-Durham, North Carolina Area
Industry:
Management Consulting
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Sean Gilsenan Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at AIG Retirement Services, Financial Planning Advisor at AIG...
Title:
at
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
AIG Retirement Services Certified Financial PlannerAIG Retirement Services Financial Planning Advisorsince 2003
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Jamey Bass Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Financial Manager • Chief Executive

Experience & Education

Position:
President and CERTIFIED FINANCIAL PLANNER™ at Carolina Wealth Strategies
Location:
Raleigh-Durham, North Carolina Area
Industry:
Investment Management
Work history:
Carolina Wealth Strategies President and CERTIFIED FINANCIAL PLANNER™since Oct 2007
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Nate Oltmans Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER™ Professional at Cornerstone Wealth Management, LLC, Financial Planner...
Title:
CFP® at Cornerstone Wealth Management, LLC
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Cornerstone Wealth Management, LLC CERTIFIED FINANCIAL PLANNER™ Professionalsince Sep 2010Cornerstone Wealth Management Financial Plannersince Jul 2007
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Hank Fiumara Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER™ professional (CFP®), CDFA, MBA at AXA ADVISORS, LLC, Retirement...
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
AXA ADVISORS, LLC CERTIFIED FINANCIAL PLANNER™ professional (CFP®), CDFA, MBAsince 1999AXA Advisors, LLC Retirement Planning Specialistsince Sep 1999
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Jim Minor Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
CFP® at Ball & Minor CPA PA, CPA at Ball & Minor, CPA, PA
Title:
CFP® at Ball & Minor CPA PA
Location:
Raleigh-Durham, North Carolina Area
Industry:
Accounting
Work history:
Ball & Minor CPA PA CFP®since Nov 2009Ball & Minor, CPA, PA CPAsince Aug 1998
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Chip Hasty Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Branch Manager • Field Marketing Specialist • Marketing Administrator • Financial Manager • Marketing Manager

Experience & Education

Position:
Managing Director-Investments, CFP® at Wells Fargo Advisors, LLC
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Managing Director-Investments, CFP®since Aug 1996Merrill Lynch Producing Branch ManagerMay 1989 - Aug 1996
Skills:
Investments, Wealth Management
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Certified Financial Planners near Raleigh, NC048121620DurhamCaryBensonClaytonDunn