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Financial Planners in North Carolina

Financial Planners in Wilmington, NC

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23 results found

Rusty Kling Wilmington, NC

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Contractor • General Contractor • Construction Manager

Experience & Education

Position:
Financial Advisor at Old North State Wealth Management, LLC, Owner at CRK Builders, Inc.
Title:
Financial Planner at Old North State Wealth Management
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
Old North State Wealth Management, LLC Financial Advisorsince Nov 2008CRK Builders, Inc. Ownersince Mar 1999
Full Profile

Rusty Kling Wilmington, NC

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Contractor • General Contractor • Construction Manager

Experience & Education

Position:
Financial Advisor at Old North State Wealth Management, LLC, Owner at CRK Builders, Inc.
Title:
Financial Planner at Old North State Wealth Management
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
Old North State Wealth Management, LLC Financial Advisorsince Nov 2008CRK Builders, Inc. Ownersince Mar 1999
Full Profile

Michael Moran Wilmington, NC

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Planner • Apprentice • Business Administrator • Agent • Sales Representative • Accounting Clerk • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Medical Support Assistant • Student Worker • Health Support Worker • Healthcare Support • Master of Science • Bachelor of Science • Data Scientist • Property Manager • Real Estate Manager

Experience & Education

Position:
Corporate Accounting Manager at PolyQuest
Location:
Wilmington, North Carolina Area
Industry:
Accounting
Work history:
PolyQuest - Wilmington, North Carolina AreaCorporate Accounting Managersince Aug 2012Merrill Lynch Wealth Manager/Financial PlannerApr 2011 - Sep 2012
Skills:
Accounting, Data Entry, Account Reconciliation, Auditing, Financial Statements, Financial...
Full Profile

Lisa Pelosi Wilmington, NC

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Analyst • Analysts • Financial Manager

Experience & Education

Position:
CFP/Accountant at HydroCision
Title:
CFP-Certified Financial Planner
Location:
Wilmington, North Carolina Area
Industry:
Medical Devices
Work history:
HydroCision CFP/Accountantsince 2005Pioneer Investments - Boston, MAManager- Retirement Plans, Analyst, Accountant1987 - 1995
Full Profile

Danielle Annechiarico Wilmington, NC

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Director of Quality Control • Compliance Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member

Experience & Education

Position:
Financial Planner and Chief Compliance Officer at Old North State Wealth Management, LLC
Title:
Financial Planner at Old North State Wealth Management
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
Old North State Wealth Management, LLC Financial Planner and Chief Compliance Officersince Sep 2010Vanguard - Charlotte, NCClient Relationship AssociateAug 2008 - Aug 2010
Full Profile

Thomas Cline Wilmington, NC

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Senior Vice President • Chief Executive • Vice President

Experience & Education

Position:
Area President, Senior VP at Wells Fargo
Location:
Wilmington, North Carolina Area
Industry:
Banking
Work history:
Wells Fargo - Southeastern NCArea President, Senior VPsince Sep 2001American Express Financial Advisors Financial Planner2000 - 2001
Skills:
Banking, Credit, Consumer Lending, Small Business Lending, Loans, Commercial Banking, Lines Of...
Full Profile

Lisa Pelosi Wilmington, NC

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Analyst • Analysts • Financial Manager

Experience & Education

Position:
CFP/Accountant at HydroCision
Title:
CFP-Certified Financial Planner
Location:
Wilmington, North Carolina Area
Industry:
Medical Devices
Work history:
HydroCision CFP/Accountantsince 2005Pioneer Investments - Boston, MAManager- Retirement Plans, Analyst, Accountant1987 - 1995
Full Profile

Heidi Enzor Wilmington, NC

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Coordinator • Managers

Experience & Education

Position:
Financial Planner at Miller-Motte Technical College
Title:
Student Service Coordinator Miller Motte Online Division
Location:
Wilmington, North Carolina Area
Industry:
Higher Education
Work history:
Miller-Motte Technical College Financial Planner
Full Profile

William Karslake Wilmington, NC

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor

Experience & Education

Work

Company:
Naa life
Chartered retirement planning counselor
Company:
Metlife - Wilmington, NC
Financial planner

Skills

Wired to Make Connections; Spots Trends; Gifted Cause and Effect Analyst;
Full Profile

Lorraine Mason Wilmington, NC

Professions & Specialties

Financial Services Professional • Financial Planner • Financial Services Sales Agent • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Independent Financial Services Professional
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
Wachovia Bank Financial PlannerJun 1983 - Nov 2006
Full Profile

Robert Butler Wilmington, NC

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Met Life
Title:
Financial Planner
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
Met Life Financial Planner
Full Profile

Lara Girdler Wilmington, NC

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Support Specialist • Client Service Officer • Medical Record Transcriber • Medical Transcriptionist • Clinical Data Management Professional • Health Information Specialist • Healthcare Support • Supervisor • Managers • Customer Service • Team Member • Clerical Specialist • Contractor • Bachelor of Arts • Computer Software Professional • Information Technology Specialist • Software Developers • IT Specialist • Independent Business Owners • Operations Manager

Experience & Education

Position:
GE ERP/Granite Payroll Support Specialist at Granite Services
Location:
Wilmington, North Carolina Area
Industry:
Insurance
Work history:
Granite Services GE ERP/Granite Payroll Support Specialistsince May 2010New Hanover County Health Department Clerical AssistantOct 2009 - Feb 2010
Skills:
Marketing, Time Management, Office Management, Invoicing, Spreadsheets, Microsoft Office
Assistant Financial Planner at MET LIFE SECURITIES
Full Profile

Ross Marino Wilmington, NC

Professions & Specialties

Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Chief Executive Officer • Corporate Executive • Chief Executive • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Inbound Marketer • Web Marketer • Advisor • Sales Representative • Trust Law Attorney • Lawyers

Experience & Education

Position:
Chief Executive Officer at 401(k) Rekon, Branch Manager at Raymond James Financial Services, Inc.
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
401(k) Rekon Chief Executive Officersince Mar 2009Raymond James Financial Services, Inc. Branch Managersince Mar 1993
Skills:
Helping financial advisors and RIAs build more successful retirement plan practices by leveraging...
CERTIFIED FINANCIAL PLANNER
Full Profile

Tommy Cline Wilmington, NC

Professions & Specialties

Bank President • Senior Vice President • Chairperson • Chief Executive • Vice President

Experience & Education

Title:
Community Bank President, Senior Vice President at Wachovia A Wells Fargo Co.
Location:
Wilmington, North Carolina Area
Industry:
Banking
Financial Planner at American Express Financial Ad..
Full Profile

Robert Leonardo Wilmington, NC

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • District Manager • Region Manager • Area Manager • Managers • Chief Executive • Customer Relations • Recruitment

Experience & Education

Position:
National Mortgage Banker at Meadowbrook Financial Mortgage Bankers
Location:
Wilmington, North Carolina Area
Industry:
Insurance
Work history:
Meadowbrook Financial Mortgage Bankers - Servicing North EastNational Mortgage Bankersince Feb 2013ADP - Bronx,Brooklyn,Manhatten,North JerseyTotalsource East Coast District ManagerApr 2011 - Feb 2013
Languages:
Spanish
Financial Planner at Bankers Life and Casualty
Full Profile

Kimberly Boyce Wilmington, NC

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Organization Management • Non-Profit • Bachelor of Science

Experience & Education

Position:
Planned Giving Director, Eastern NC & SC at American Cancer Society
Title:
Planned Giving Director at American Cancer Society (Eastern NC & SC, Southeastern VA)
Location:
Wilmington, North Carolina Area
Industry:
Non-Profit Organization Management
Work history:
American Cancer Society Planned Giving Director, Eastern NC & SCsince Apr 2009
Financial Planner Alliance
Full Profile

Sarah Deasy Wilmington, NC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Underwriter • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member

Experience & Education

Position:
Underwriter at Live Oak Bank, Credit Administration Analyst at Live Oak Bank
Title:
Underwriter at Live Oak Bank
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
Live Oak Bank - Wilmington, North Carolina AreaUnderwritersince Jun 2013Live Oak Bank Credit Administration Analystsince Jan 2011
Financial Planner at Edward Jones
Full Profile

Lara Girdler Wilmington, NC

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Support Specialist • Client Service Officer • Customer Service • Account Service Manager • Bachelor of Arts • Team Member

Experience & Education

Work

Company:
Granite services international, inc
Erp/granite payroll support specialist
Company:
New hanover county health dept c/o express personnel - Wilmington, NC
Clerical assistant

Skills

Microsoft Office
Full Profile

Terry Cascaddan Wilmington, NC

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Marketing Director • Chief Executive • Sales Representative • Sales Agent • Operations Manager • Agent • Client Service Officer • Planner • Bachelor of Arts • Psychologist • Customer Service • Psychology Specialist

Experience & Education

Work

Company:
Atlantic sleep centers
Director of marketing
Company:
Glaxosmithkline - Research Triangle Park, NC
Executive professional sales representative
Full Profile

Amy Lunaas Wilmington, NC

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • High School Diploma • Administrative Clerk • Clerical Specialist

Experience & Education

Work

Company:
Jester's cafe
Server
Company:
Steven ward hair - Wilmington, NC
Front desk manager
Full Profile

Michael Wolf Wilmington, NC

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Entrepreneur • Managers • Founding Member • Chief Executive • Planner • Hunter • Creative Director • Photographer • Art Director • Sales Representative

Experience & Education

Work

Company:
Commercial photography studio manager film, photography, entrepreneur, video manager, television manager
Commercial photography studio manager film, photography, entrepreneur, video manager, television...
Company:
Gateway global missions
Missions, various, haiti
Full Profile

Janet Reopel Wilmington, NC

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Coordinator • Managers • Business Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Coordinator at John Ingraham LLC
Title:
Admin/Coordinator at John Ingraham LLC
Location:
Wilmington, North Carolina Area
Work history:
John Ingraham LLC Coordinatorsince Oct 2008Agway/SSCOOP Inventory Control MgrMay 2004 - Nov 2007
Financial Planner at First Investors Financial Ser..
Full Profile

Mike Turley New York, NY

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Management Consultant • Advisor • Leader • Management Analyst • Analysts • Managers • Partner • Director • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Financial Advisor; Practice Management Consultant; Marketing Advisory Council at First...
Title:
Financial Planner; Practice Management Consultant
Location:
New York, New York
Industry:
Financial Services
Work history:
First Command Financial Planning - new york, nySenior Financial Advisor; Practice Management Consultant; Marketing Advisory Councilsince Feb 2004KUSI News - San Diego, CAFloor Director /Master Control, Camera Operation2002 - 2003
Full Profile

Financial Planners near Wilmington, NC0246FayettevilleJacksonvilleTabor CityWinnabow


Financial Planners around Wilmington, NC

Fayetteville  (6)
Jacksonville  (4)
Tabor City  (1)
Winnabow  (1)

Financial Planners in North Carolina

Sub-specializations

Financial Planner  (23)