Investment Advisory Service in Charlotte, NC
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1. Portfolio Capital Management
From Business: Providing quality investment and wealth management services is the primary goal of our firm. Our money managers strive to maintain consistent performance through…
2. Synergy Investment Group
From Business: Josh uses his 18 years of financial industry know-how to provide a full range of commercial business services with a mission to serve others and enrich lives. He…
From Business: Ana creates an integrated approach to ensure her members' entire financial plan is coordinated to meet their objectives and expectations through TowneBank's…
From Business: As branch manager, Victoria leads her team to provide our members with exquisite, friendship-driven banking experiences. In addition, she supports small…
From Business: With more than 20 years of financial industry experience, Fiorella serves as a private banking officer. She provides personalized assistance and guidance for…
From Business: Salley is responsible for calling on high net worth individuals and providing high quality service. Salley takes great care with regards to her members’ checking…
From Business: Melanie has been in the banking industry for over 20 years, beginning her career as a Branch Manager. As a Private Banking Officer, Melanie is responsible for…
From Business: Jim joined TowneBank in 2020 and has more than 15 years of experience in the financial services industry. With 13 of those years in Treasury Services, Jim works…
From Business: Charles develops and manages a diversified commercial and private banking and loan portfolio. He has almost four decades of financial banking experience and…
From Business: John is a commercial banker who assists companies throughout the greater Charlotte area with their lending and cash management needs. John has more than 2…
From Business: Dana offers over half a decade worth of banking experience and is responsible for helping bankers identify merchant services needs and provide the best possible…
From Business: Andy is a Commercial Banking Officer with a primary focus on commercial real estate lending. He has two decades of financial management experience and joined…
From Business: With over 35 years of financial industry experience, John offers an impressive repertoire with a personable touch. John specializes in commercial real estate…
From Business: Warren joined TowneBank in 2013 and has over 35 years of financial industry experience. With his industry knowledge, Warren fosters and grows friendship-based…
From Business: With over 30 years of financial industry experience, including nearly two decades of commercial and corporate banking in the Charlotte market, Ted serves as…
From Business: Bobby joined TowneBank in 2018 and has over seven years of experience in the financial industry. As a commercial banking officer, his main responsibility is to…
From Business: With over 20 years of financial industry experience, Soumaya leads her team to develop, retain and grow long-term personal and business relationships with our…
From Business: Will specializes in working with companies that are in the manufacturing, wholesale, professional services, and distribution sectors. He believes that maximizing…
From Business: Chris has over three decades of banking experience and joined TowneBank in 2021 as the Myers Park Branch Manager. In this role, Chris works with local, small…
From Business: Stephen is the market executive for Myers Park Financial Center and provides commercial business services to businesses, professional groups, real estate…
From Business: Mike is a commercial banker who specializes in working with Commercial Real Estate businesses as well as Commercial and Industrial businesses. He strives to help…
From Business: Alice Joyce has more than 20 years of experience in the banking industry. She is dedicated to helping individuals and business owners achieve their financial…
From Business: Marty has over 35 years of industry experience and is responsible for indirect auto sales activity in the Charlotte area. He partners with all levels of…
From Business: Andrea joined TowneBank in 2017 and has over 17 years of banking industry experience. As a Commercial Banking Officer, Andrea offers funding solutions, treasury…
26. TIAA Financial Services
From Business: Our wealth management advisors in TIAA’s Charlotte, NC office are available to help clients plan for lifelong income, save for retirement, and achieve financial…
27. Philpott Ball & Werner
From Business: Philpott Ball & Werner ("PB&W") is a leading private investment banking company that specializes in advising middle market companies.
28. Cantalupo, Jim, AGT
From Business: Welcome to Merrill Lynch in Charlotte, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance…
29. Oglesbee, Diedrich, CFP
From Business: Welcome to Merrill Lynch in Charlotte, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance…
30. Vadhera, Monica
From Business: Welcome to Merrill Lynch in Charlotte, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance…
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