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Certified Financial Planners in Winston Salem, NC

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5 results found

Ken Elliott Winston Salem, NC

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerCertified Public AccountantAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
CPA, PFS, CFP(R) at Bailey & Thomas, PA
Location:
Winston Salem, North Carolina
Industry:
Legal Services
Work history:
Bailey & Thomas, PA CPA, PFS, CFP(R)

Denise White Winston Salem, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCapital Markets ProfessionalPuchasing and Estimating ManagerControllerBiotechnology ProfessionalBiologistBiological ScientistAdvisorPremierGovernment Service ExecutiveGovernment Administration OfficerCivil ServantAccounting BookkeeperBookkeeperMedical Support AssistantHealth Support WorkerHealthcare SupportPsychology SpecialistPsychologistChief ExecutiveFinancial Manager

Experience & Education

Position:
Controller at Ocular Systems Inc.
Location:
Winston Salem, North Carolina
Industry:
Biotechnology
Work history:
Ocular Systems Inc. - Winston Salem, NCControllersince Apr 2012Stearns Financial Services Group Financial AdvisorNov 2010 - Apr 2012
Certified Financial Planner Board of Standards

John Singletary Winston Salem, NC

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerManagerOperations ManagerAdvisorChief ExecutiveProduction ManagerFinancial ManagerCounselorBusiness AdministratorServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeMaster of Business AdministrationBachelor of Science

Experience & Education

Work

Company:
Merrill lynch - Winston-Salem, NC
Personal retirement channel manager - eastern united states
Company:
Rbc bank - private asset management division - Raleigh, NC
Trust advisor, north carolina

Skills

Advaned retirement planning for individuals, 401(k) plan and trust relationship management,...

Edward Raymer Winston Salem, NC

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerLawyerSecretaryTreasurerFinancial ManagerFinancial Officer

Experience & Education

Office:
Allman Spry Leggett & Crumpler, P.A.
380 Knollwood Street, Suite 700, Winston-Salem, NC 27103
Phone:
(336) 793-1725 (Phone)
Specialties:
Estate Planning, Estate Administration
ISLN:
902255584
Admitted:
1974, North Carolina, 1977, U.S. Tax Court
Biography:
Member, National Editorial Board, PDI Global, Inc. Estate Planner Newsletter. (Board Certified...

Bob Loweth Wilmington, NC

Professions & Specialties

School PrincipalSchool AdministratorEducational ManagerManagement ConsultantManagement AnalystAnalystsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperProduce ManagerProduction Manager

Experience & Education

Title:
Principal at Rexroad Loweth Wealth Management
Location:
Wilmington, North Carolina
Industry:
Financial Services
Work history:
Coopers & Lybrand - Washington, DCManagement Consultant1988 - 1990RJR Nabisco - Winston Salem, NCGroup Product Manager, Planters Life Savers Division1985 - 1988
Skills:
Estate Planning, Investments, Asset Management, Business Planning, Investment Advisory, Asset...
Certified Financial Planner


Certified Financial Planners near Winston Salem, NC01530456075GreensboroHigh PointClemmonsKernersvilleLexington



Certified Financial Planners around Winston Salem, NC

Clemmons  (1)
Greensboro  (73)
High Point  (3)
Kernersville  (1)
Lexington  (1)

Certified Financial Planners in North Carolina

Sub-specializations