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Financial Consultants in North Carolina

Financial Consultants in Asheville, NC

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Here is a complete directory of most local Financial Consultants in Asheville, NC.

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178 results found

Bruce Strum Asheville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Independent Contractor • Speaker • Security • Contractor • Spokesperson • Representative • Financial Manager • Advisor • Client Service Officer • Department Store Salesperson • Retail Professional • Retail Salesperson • Customer Service • Systems Support Specialist • Support Specialists • IT Specialist

Experience & Education

Position:
Investment Executive at Lumina Wealth
Title:
Owner at Lumina Wealth
Location:
Asheville, North Carolina Area
Industry:
Financial Services
Work history:
Lumina Wealth - Asheville, North Carolina AreaInvestment Executivesince Sep 2012Merrill Lynch - Asheville NCFinancial AdvisorJun 2008 - Sep 2012
Full Profile

Neal Nolan Asheville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Parsec Financial
Location:
Asheville, North Carolina Area
Industry:
Investment Management
Work history:
Parsec Financial Financial Advisorsince Mar 2006American Express Financial Advisors Financial AdvisorMay 2004 - Feb 2006
Full Profile

Dollie Smith Asheville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Investor • Chief Executive • Customer Service

Experience & Education

Title:
Financial Advisor at Dixon Hughes Goodman Wealth Advisors LLC
Location:
Asheville, North Carolina Area
Industry:
Investment Management
Full Profile

Lisa Baldwin Asheville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Team Member • Government Administration Professional • Accounting Bookkeeper • Bookkeeper • Community Service Manager

Experience & Education

Position:
Representative at Buncombe County Board of Education
Title:
Buncombe County Board of Education Representative
Location:
Asheville, North Carolina Area
Industry:
Education Management
Work history:
Buncombe County Board of Education - Asheville, North CarolinaRepresentativesince 2010Primerica Financial Services Financial AdvisorOct 1993 - Jun 1996
Languages:
Spanish
Full Profile

Christian Mclean Asheville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Valet • Hospitality Expert • Personal Care Aide • Hospitality Professional • Inventory Specialist • Logistician • Business Administrator • Sales Agent • Sales and Service Specialist • Model • Master of Business Administration • Bachelor of Arts • Bachelor of Science • Computer Software Professional • Software Developers • Marketing Professional • Advertising Sales Agent • Sports Game Coach • Student Worker • Operations Manager

Experience & Education

Position:
Financial Advisor at Northwestern Mutual
Location:
Asheville, North Carolina
Industry:
Financial Services
Work history:
Northwestern Mutual - Asheville, North Carolina AreaFinancial Advisorsince Apr 2013AmeriPark - Jacksonville, Florida AreaExperienced ValetAug 2010 - Feb 2013
Skills:
Excel, Teamwork, Human Relations, Customer Service, Mobile Communications, Microsoft Office,...
Languages:
Spanish
Certifications:
Health and Life Insurance Certificaiton, North Carolina
Series 6 and 63, North Carolina
Full Profile

Joan Oriol Asheville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Office Administrator • Operations Manager • Customer Service • Client Service Officer • Recruitment • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Business Services Representative at NC State Government
Location:
Asheville, North Carolina Area
Industry:
Public Policy
Work history:
NC State Government - Asheville, North Carolina AreaBusiness Services Representativesince Dec 2007Edward Jones - Asheville, North Carolina AreaBranch Office AdministratorJun 2006 - Dec 2007
arranged seminars for successful financial advisor
Full Profile

Peter Krull Asheville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Founder • Chief Executive • Founding Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President & Founder at Krull & Company
Title:
President & Founder of Krull & Company, Socially Responsible Financial Services
Location:
Asheville, North Carolina
Industry:
Financial Services
Work history:
Krull & Company - Asheville, NCPresident & Foundersince Jun 2004Merrill Lynch Financial AdvisorDec 1998 - Jun 2003
Skills:
Investment Management, Financial Planning, Green Investing, Alternative Energy, Coaching, Socially...
Full Profile

Nicole Ferrell Asheville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director of Operations • Operations Manager • Advisor • Office Assistant • Security • Office Clerk • Clerical Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer

Experience & Education

Position:
Wealth Advisor and Director of Operations at Ethos Wealth Group
Location:
Asheville, North Carolina Area
Industry:
Financial Services
Work history:
Ethos Wealth Group - Waynesville, NCWealth Advisor and Director of Operationssince May 2012Gaddy Wealth & Retirement Planning Office ManagerJan 2012 - May 2012
Certifications:
North Carolina Life Insurance Producer
General Securities Representative, FINRA
Full Profile

Skip Helms Asheville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive

Experience & Education

Position:
Owner & Financial Consultant at Helms Wealth Management
Title:
Owner, Helms Wealth Management, LLC
Location:
Asheville, North Carolina Area
Industry:
Investment Management
Work history:
Helms Wealth Management - Asheville, North Carolina AreaOwner & Financial Consultantsince Apr 2012
Full Profile

Jill Franklin Asheville, NC

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Board Member • Management Team Executive • Operations Manager • Financial Manager • Volunteer • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Board member at American Red Cross
Location:
Asheville, North Carolina Area
Industry:
Financial Services
Work history:
Edward Jones - North AshevilleFinancial Advisorsince May 2011American Red Cross Board member2013 - 2013
Full Profile

Tim Amos Asheville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Director • Chief Executive • Operations Manager • Counselor • Advisor • Master of Business Administration • Certified Public Accountant • Controlling Specialist • Accounting Bookkeeper • Bookkeeper • Controller • Executive Producer • Senior Art Producer • Art Producer • Media Producer

Experience & Education

Position:
Freelance Sports Producer at Various Broadcast Media Outlets, Owner & Consultant at Timothy F....
Title:
Freelance Sports Producer & Financial Consultant
Location:
Asheville, North Carolina Area
Industry:
Broadcast Media
Work history:
Various Broadcast Media Outlets - Primarily Western North Carolina and Upstate South CarolinaFreelance Sports Producersince 1993Timothy F. Amos, MBA, CPA, CGMA - Asheville, NCOwner & Consultantsince Jun 1979
Skills:
Public Speaking, Sports, Event Planning, Fundraising, Public Relations, Social Media, Editing,...
Full Profile

Greg Greiner Asheville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Department Manager • Department Supervisor • Manager • Operations Manager • Project Managers • Project Manager • Sales Manager • Chief Executive • Business Development Manager • Team Member

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Financial Advisor
Location:
Asheville, North Carolina
Industry:
Financial Services
Work history:
Merrill Lynch - Asheville, North Carolina AreaFinancial Advisorsince Jan 2011Universal Engineering Sciences - Jacksonville, Florida AreaSenior Environmental ScientistOct 2009 - Jan 2011
Full Profile

Clint Allen Asheville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Board Member • Operations Manager • Management Team Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Field Marketing Specialist • Marketing Administrator • Automotive Professional

Experience & Education

Position:
Asheville Area Financial Consultant and Manager at First Citizens Bank, Board of Directors at...
Title:
Asheville Area Financial Consultant and Manager at First Citizens Bank
Location:
Asheville, North Carolina Area
Industry:
Financial Services
Work history:
First Citizens Bank - Asheville, North Carolina AreaAsheville Area Financial Consultant and Managersince Sep 2012Sports Outreach Ministries - Asheville, North Carolina AreaBoard of Directorssince 2009
Skills:
Financial Advisory, Annuities, Bonds, Stocks, Planning
Full Profile

Michael Sanders Asheville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bookkeeper

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Asheville, North Carolina Area
Industry:
Investment Management
Work history:
Edward Jones Financial Advisorsince Jun 2000
Full Profile

Don Huneycutt Asheville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manufacturing Engineer • Process Engineer • Industrial Engineer • Operations Manager • Technical Managers

Experience & Education

Position:
Financial Advisor at UBS Financial Services Inc.
Location:
Asheville, North Carolina Area
Industry:
Financial Services
Work history:
UBS Financial Services Inc. Financial Advisorsince Nov 2011Merrill Lynch - Hendersonville, NCFinancial AdvisorJun 2005 - Nov 2011
Full Profile

Matt Aldrich Asheville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Representative • Sales Agent • Supplier • Services Professional • Sales and Service Specialist • Director • Chairperson • Operations Manager • Founding Member • Chief Executive • Marketing Manager • Brand Planner • Brand Representative • Bachelor of Arts • Entertainer • Managers

Experience & Education

Position:
Financial Advisor at Edward Jones Investments
Title:
Making Sense of Investing
Location:
Asheville, North Carolina
Industry:
Financial Services
Work history:
Edward Jones Investments - Hendersonville, NCFinancial Advisorsince Apr 2013Independent Insurance Agent - Asheville, North Carolina AreaSales RepresentativeJan 2012 - Apr 2013
Full Profile

Lloyd Marsh Asheville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bookkeeper

Experience & Education

Position:
Financial Advisor at Smith Barney
Location:
Asheville, North Carolina Area
Industry:
Capital Markets
Work history:
Smith Barney Financial Advisor
Full Profile

Cheryl Macphail Asheville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Vice President • Chief Executive • Managers • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Broker/Realtor at Beverly-Hanks & Associates (Sole Proprietorship)
Title:
Beverly-Hanks & Associates
Location:
Asheville, North Carolina Area
Industry:
Real Estate
Work history:
Beverly-Hanks & Associates Broker/Realtorsince Aug 2009Morgan Stanley Smith Barney Second Vice President - InvestmentsDec 1995 - Dec 2005
Skills:
Real Estate, Residential, Home, Investment Properties, Foreclosures, Relocation, Sellers, Real...
Full Profile

Laura Webb Asheville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Puchasing and Estimating Manager • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Operations Manager • Financial Manager • Bachelor of Science • Business Administrator • Team Member

Experience & Education

Position:
President at Webb Investment Services, Inc., Independent Financial Advisor at Raymond James...
Title:
President of Webb Investment Services, Inc.
Location:
Asheville, North Carolina Area
Industry:
Financial Services
Work history:
Webb Investment Services, Inc. - Asheville, NCPresidentsince May 1995Raymond James Financial Services, Inc. - Asheville, North Carolina AreaIndependent Financial Advisorsince 1995
Certifications:
Certified Financial Planner ™, Certified Financial Planner Board of Standards, Inc.
Full Profile

Hardy Holland Asheville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Citi Smith Barney
Location:
Asheville, North Carolina Area
Industry:
Investment Management
Full Profile

Carter Bagley Greenville, SC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Deputy Director • Deputy Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Position:
Associate Director/Financial Advisor at UBS Financial Services, Inc.
Title:
Associate Director/ Financial Advisor at UBS Financial Services, Inc.
Location:
Greenville, South Carolina Area
Industry:
Investment Management
Work history:
UBS Financial Services, Inc. Associate Director/Financial Advisorsince 2004A.G Edwards and Sons - Asheville, NCFinancial Advisor2001 - 2004
Full Profile

Randall Barnett Asheville, NC

Professions & Specialties

Buyers Agent • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager

Experience & Education

Position:
Broker at The Buyers Agent
Location:
Asheville, North Carolina Area
Industry:
Real Estate
Work history:
The Buyers Agent Brokersince 2002City of Asheville Planning Department, Community Development Division1995 - 2002
Specialist in Affordable Housing as financial advisor
Full Profile

Dave Werle Asheville, NC

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Construction • Organization Management • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Manager • Operations Manager • Financial Manager • Community Service Manager • Government Administration Professional • Psychology Specialist • Market Research Analyst

Experience & Education

Position:
Financial Planner at Starks Financial Group
Location:
Asheville, North Carolina Area
Industry:
Financial Services
Work history:
Starks Financial Group Financial Plannersince Aug 2012OnTrack Financial Education and Counseling Financial CounselorJan 2006 - Aug 2012
Full Profile

Jim Torpey Asheville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Government Administration Officer • Civil Servant

Experience & Education

Position:
Financial Advisor at Edward Jones, Member at Asheville Art Museum
Title:
Edward Jones Financial Advisor
Location:
Asheville, North Carolina Area
Industry:
Financial Services
Work history:
Edward Jones - 184 E Chestnut Ave, Asheville, NC 28801Financial Advisorsince Sep 2010Asheville Art Museum Membersince Dec 2007
Full Profile

Billy Cooper Asheville, NC

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Northwestern Mutual
Location:
Asheville, North Carolina Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Advisorsince Aug 1989
Full Profile

Dave Nelson Asheville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Regional Sales Consultant • Sales Representative • Client Service Officer • Master of Business Administration • Bachelor of Science • Business Administrator • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Regional Sales Consultant-Retirement Plans at Ameritas
Title:
Regional Sales Consultant at Ameritas
Location:
Asheville, North Carolina Area
Industry:
Investment Management
Work history:
Ameritas - Sylva, NCRegional Sales Consultant-Retirement Planssince Apr 2008JPMorgan Chase Financial AdvisorFeb 2006 - Oct 2007
Skills:
Retirement, Mutual Funds, Portfolio Management, Banking, Retirement Planning, Series 6, Series 63,...
Languages:
Amharic
Full Profile

Carol King Asheville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CPA Financial Advisor at Carol L King & Associates, President at Carol L King & Associates, PA
Title:
President at Carol L King & Associates, PA
Location:
Asheville, North Carolina Area
Industry:
Financial Services
Work history:
Carol L King & Associates CPA Financial Advisorsince Oct 1991Carol L King & Associates, PA Presidentsince Oct 1991
Full Profile

Jeremy Witaszek Asheville, NC

Professions & Specialties

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

Experience & Education

Position:
Senior Financial Advisor at Ameriprise Financial
Location:
Asheville, North Carolina Area
Industry:
Financial Services
Work history:
Ameriprise Financial Senior Financial Advisorsince Oct 1983Medical Offices Physicians' AssistantSep 1977 - Sep 1985
Full Profile

Cindi Brackins Asheville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Advisor • Counselor • Advisor • Information Technology Specialist • IT Specialist • Business Consultant • Analyst • Analysts • Hospital Care Professional • Health Professional • Health Practitioner • Government Service Executive • Government Administration Officer • Civil Servant • Operations Manager

Experience & Education

Position:
Senior Consultant at Aster Group
Location:
Asheville, North Carolina Area
Industry:
Information Technology and Services
Work history:
Aster Group Senior Consultantsince Jun 2004Premier System Integrators ConsultantJul 2001 - Jun 2004
Skills:
ERP, Requirements Analysis, Financials, Software Implementation, Business Intelligence, GL, Data...
Full Profile

O'neal Mccall Asheville, NC

Professions & Specialties

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

Experience & Education

Position:
Independent Financial Advisor at Cambridge Investment Research
Location:
Asheville, North Carolina Area
Industry:
Financial Services
Work history:
Cambridge Investment Research - Fletcher, North CarolinaIndependent Financial Advisorsince Mar 2013
Full Profile

Peter Cltc Asheville, NC

Professions & Specialties

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

Experience & Education

Position:
Platinum Financial Advisor at Ameriprise Financial Inc.
Location:
Asheville, North Carolina Area
Industry:
Financial Services
Work history:
Ameriprise Financial Inc. Platinum Financial Advisor4 seasons Toastmasters Member2007 - 2010
Full Profile

David Hartman Asheville, NC

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Asheville, North Carolina Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince May 2008
Full Profile

David Sprinkle Asheville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Director of Portfolio Accounting at General Investment and Development Co.
Title:
Financial Consultant
Location:
Asheville, North Carolina Area
Industry:
Real Estate
Work history:
General Investment and Development Co. Director of Portfolio Accounting
Full Profile

Larry Stringer Asheville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Cornerstone Financial Strategies
Title:
Financial Advisor & Registered Rep.
Location:
Asheville, North Carolina Area
Industry:
Financial Services
Work history:
Cornerstone Financial Strategies Ownersince Aug 1987
Full Profile

Robert Aams Asheville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Field Marketing Specialist • Marketing Administrator • Marketing Manager • Chief Executive

Experience & Education

Title:
Financial Advisor at Edward Jones
Location:
Asheville, North Carolina Area
Industry:
Financial Services
Full Profile

Bud Leonard Asheville, NC

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Asheville, North Carolina Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Oct 2000
Full Profile

Dan Walters Asheville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Person • Sales Representative • Laboratory Management Professional • Laboratory Scientist • Ophthalmologist • Optometrist • Optometry Specialist • Bachelor of Arts • Physician

Experience & Education

Position:
Senior Sales Consultant- Mid Atlantic at Santinelli International
Title:
Senior Sales Consultant at Santinelli International
Location:
Asheville, North Carolina Area
Industry:
Medical Devices
Work history:
Santinelli International - Western North Carolina, N GA, N AL, TN, KY, SCSenior Sales Consultant- Mid Atlanticsince Jul 2005Mutual of Omaha - Asheville, North Carolina AreaFinancial AdvisorJul 2003 - Jul 2005
Skills:
Customer Service, Field Support, Networking, Customer Product Training, Medical Devices, Trade Show ...
Full Profile

Lawrence Stringer Asheville, NC

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor & Registered Rep.
Location:
Asheville, North Carolina Area
Industry:
Financial Services
Full Profile

Michael Modzelewski Asheville, NC

Professions & Specialties

Financial Consultant • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Senior Advisor • Investor • Advisor • Consumer Goods Professional • Commodities Clerk • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive

Experience & Education

Position:
Senior Consultant at Chase Counterfly
Location:
Asheville, North Carolina Area
Industry:
Consumer Goods
Work history:
Chase Counterfly Senior Consultantsince Sep 2008Edward Jones Financial AdvisorApr 2003 - Jul 2008
Full Profile

Peter Voisin Asheville, NC

Professions & Specialties

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

Experience & Education

Title:
Platinum Financial Advisor at Ameriprise Financial Inc.
Location:
Asheville, North Carolina Area
Industry:
Financial Services
Full Profile

David Matz Asheville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Regional Sales Consultant • Sales Representative

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Financial Advisor with Edward Jones Investments
Location:
Asheville, North Carolina Area
Industry:
Investment Management
Work history:
Edward Jones Financial Advisorsince Oct 2009Grassroots Outdoor Alliance PresidentMar 2000 - Oct 2009
Skills:
Financial Advisory, Investment Management, Series 7, Investment Strategies, Strategic Financial...
Full Profile

Adam Stanford Asheville, NC

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Title:
Financial Advisor / Retirement Planning at Morgan Stanley Wealth Management
Location:
Asheville, North Carolina Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management Financial Advisorsince Jun 2012Ferguson Enterprises Outside SalesJun 2006 - Jun 2012
Full Profile

Angela Rutledge Asheville, NC

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Asheville, North Carolina Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisorsince Apr 2007Sava Senior Care Directore Of Social ServicesJun 1999 - May 2006
Full Profile

Brandon Powell Asheville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Financial Advisor at Morgan Stanley Smith Barney, Owner at NiteLites
Title:
Financial Advisor at Morgan Stanley Smith Barney
Location:
Asheville, North Carolina Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Financial Advisorsince Oct 2009NiteLites Ownersince Apr 2004
Full Profile

John Liposchak Asheville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Human Resources Specialist • Recruitment

Experience & Education

Position:
Director of Advancement Services at UNC Asheville
Location:
Asheville, North Carolina
Industry:
Higher Education
Work history:
UNC Asheville - Asheville, North Carolina AreaDirector of Advancement Servicessince Jul 2012Wachovia, A Wells Fargo Company Senior financial consultantApr 1988 - Oct 2009
Languages:
French
Full Profile

Jean Wauford Asheville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President of Professional Banking at Forest Commercial Bank
Title:
Vice President, Professional Banking, Forest Commercial Bank
Location:
Asheville, North Carolina Area
Industry:
Banking
Work history:
Forest Commercial Bank Vice President of Professional Bankingsince Jul 2008Wachovia Bank Private Financial AdvisorMay 1985 - Aug 1998
Full Profile

Karen Mauro Asheville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive

Experience & Education

Position:
Retired at Peace
Title:
Financial Advisor at UBS
Location:
Asheville, North Carolina Area
Industry:
Financial Services
Work history:
Peace RetiredUBS Financial AdvisorFeb 2009 - Feb 2010
Full Profile

Josh Tallent Asheville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Web Designer • Website Developer

Experience & Education

Position:
Assistant Vice President, Financial Advisor at SunTrust Investment Services
Title:
Assistant Vice President, Financial Advisor
Location:
Asheville, North Carolina Area
Industry:
Financial Services
Work history:
SunTrust Investment Services - Asheville, North CarolinaAssistant Vice President, Financial Advisorsince May 2005Josh Tallent Multimedia - Asheville, North CarolinaGraphic and Web DesignerMay 2001 - May 2005
Full Profile

Frank Blazey Asheville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Position:
Mgr at Dept Veterans Affairs
Title:
Program Analyst at the VA
Location:
Asheville, North Carolina Area
Industry:
Hospital & Health Care
Work history:
Dept Veterans Affairs - Atlanta VAMgrsince Sep 2009Edward Jones Financial Advisor1994 - 1997
Full Profile

Milton Ohlsen Asheville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Captain • Pastoral Worker • Clergy • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive

Experience & Education

Position:
Head Honcho at Retired 3x
Title:
Retired 3 Times--UPCUSA, Merrill Lynch, Capt of Sea Fox
Location:
Asheville, North Carolina Area
Industry:
Financial Services
Work history:
Retired 3x Head Honchosince Feb 2011Merrill Lynch VPAug 1992 - Jun 2006
Full Profile


Financial Consultants near Asheville, NC074148222296370GreenvilleHendersonvilleWaynesvilleTaylorsWeavervilleErwinFlat RockFletcherCantonTravelers Rest