Charlotte, NC Branch
Phone: 704-552-7222 | 800-955-2522 Fax: 704-554-1426
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
- SUSAN BROWN
- CHRIS WILLIAM COLASANTI
- RYAN CULPEPPER
- STEPHEN DOTSON
- MARY FERNANDEZ
- RICHARD GALLOS
- JOHN GRANZOW II
- DANIEL GRISHAM JR
- TODD HAINES
- BARBARA HUFFMAN
- RICHARD JARMAN
- TODD JOHNSTON
- JULIE JONES
- JAMES E. LARSEN
- KEITH LOUGHLIN
- PHILIP MANZ
- SAMUEL PENNELL
- LAUREN POLETO
- JENNIFER POWEL
- JOEL QUECK
- JAMES RATCHFORD
- JOSEPH RATCHFORD
- JOHN RICHARDS
- SAM ROBINSON IV
- SARAH SCHWEPPE
- MCCLAIN SCHWEPPE
- RICHARD STOLAR