CHARLOTTE, NC Branch
Phone: 704-715-4700 | 877-819-5270 Fax: 704-715-4707
About Our Branch
Our team of Financial Advisors can provide a full range of financial products and services, from helping you select individual investments to developing a retirement plan. We have access to a broad array of company resources -- including research analysts and economic and market experts who help us make informed investment recommendations based on your needs. <br/><br/>Contact us if you'd like us to help you develop strategies for pursuing your financial goals.<br/>
Our Financial Advisors
- KELBY BROWN
- NICHOLAS FRASER
- JOY KENEFICK
- AMY KLEPAREK
- JESSICA PALPALLATOC
- JOHNATHAN SHAW
- MARCIA TILLOTSON
- JULIA TRUSLOW
- EMANUEL ZALANTS