Our Financial Services Representatives
Our Financial Services Representatives will work closely with you to understand your unique situation and goals, and provide you with solutions to help you prepare for your future.
Bret M. Alexander
Financial Advisor
Office:
704-557-9678
JC Aller
Financial Advisor
CLU®, CLTC, LUTCF®
Office:
336-553-6330
Kenneth Altman
Financial Planner, Financial Adviser
CRPC®, CLTC, RICP®
Office:
704-302-1600
Nathan Arquiett
Financial Professional
Office:
984-223-8649
Thomas (Jason) Austell
Financial Planner
CFP®, ChFC®, CLU®, CASL®, RICP®, ChSNC™, CAP®, AEP®, MSFS
Angelyn (Angy) Barnes
Financial Services Professional
Office:
336-403-1053
Tim Bartolomeo
CFBS
Thomas (Tod) Blackwell
Financial Services Representative
CLU®, ChFC®
Dwight A. Bletcher
Financial Services Professional
CLTC
Office:
704-286-9943
Lee Bowman
CLTC
Office:
704-557-9676
Eric Brandt
Financial Planner
MBA, CFP®, CLU®, LUTCF®
Stephen Brody
Financial Planner
CFP®, ChFC®
Chris Burke
Financial Advisor
Office:
803-661-7945
Hannah Butler
Financial Planner
Office:
704-741-9872
Robert (Bob) Chester
Wealth Management Advisor
ChFC®, CLU®
Office:
516-970-4609
Richard (Dillon) Chewning
CEPA
Office:
803-676-8237
David Cooil
Managing Director
Office:
336-275-0881
David Cove
Financial Planner
Email:
dcove@financialguide.comOffice:
919-755-3100
R. Douglas Cowan
Agency Vice President of Advanced Markets
CLU®
James (Bryan) Daniel
Financial Planner, Investment Advisor Representative, Special Care Planner
LUTCF®
Kenneth Davis
Investment Advisor Representative
ChFC®, CLU®, LUTCF®
Ronald C. Davis
Financial Advisor
Steven Davis
Financial Services Professional
CEPA
Office:
336-724-1810
William (Jackson ) Davis
Financial Services Professional
Office:
336-724-1810
Cody Dawkins
Office:
704-557-9615
Cody Dawkins
Financial Services Professional
Office:
980-907-6366
James Q. Dean
Business Development Manager
Email:
jdean@financialguide.comOffice:
336-585-8129
Ryan L. Donaghy
Financial Planner
ChFC®, CFBS
Office:
704-557-9638
Michael W. Ealey
Office:
704-557-9635
Robert Edmondson
Financial Services Professional
Nicholas Ellingsworth-Perez
Office:
954-625-1533
Bryson Farley
Financial Services Professional
Office:
252-269-5327
David Ferguson
Financial Advisor
ChFC®, MBA
Sean Flanagan
Financial Planner
Office:
980-294-7316
Timothy Flanagan Jr.
CEO
CLU®, ChFC®, CFP®, ChSNC™
Cole D. Foley
Financial Advisor
Leslie Foster
Office:
336-370-3144
Matthew Foster
Office:
704-736-0388
William R. Frazier
Financial Services Representative
CPA
Office:
704-904-5913
Wes Graddy
Financial Planner
Office:
704-908-6420
William (Billy) Graddy
Financial Services Professional
Office:
813-669-5794
Doug Grant
Financial Planner, Financial Advisor
LUTCF®
Office:
704-541-2725
Matthew Hadley
Financial Advisor
Office:
407-557-9644
Joel D. Heimbigner
Financial Advisor
Office:
704-557-9609
Edwin Higgins
Financial Services Professional
Office:
336-360-6863
David G. Hodges
Insurance Agent
ChFC®, CLU®
Brian Holden
Financial Services Professional
Office:
336-724-1810
David Holden
Financial Services Professional
CFP®, CLTC, ChFC®, CLU®
Office:
336-724-1810
Lawrence (Chip) Holden
Financial Services Professional
CLU®, ChFC®
Office:
336-724-1810
Stan Ingram Jr
Agent Emeritus
CLU®, ChFC®
David Jacobius
Financial Planner
MBA
Office:
336-293-7378
Steven E. Krasnipol
Financial Services Professional
CFP®, ChFC®, CLU®, ChSNC™, CFBS, CAP®
Office:
910-398-6405
John P. Lynch
Financial Planner
MBA
Office:
704-231-9794
Jeffrey W. Marquis Sr
Managing Associate
Scott McDonald
Tom McNichol
Financial Advisor; Financial Services Executive
LUTCF®
Jimmy (Jimmy) Menis
Financial Planner, Investment Advisor Representative
John E. Mickey
Financial Services Representative
CLU®, CLTC
Kevin Monaghan
Financial Advisor
R. Blake Moore
Managing Partner
Office:
864-679-4658 Ext 4
Kathryn H. Morgan
Financial representative
Crystal Murden
Financial Services Professional
Office:
336-344-7294
Lynne H. Murray
Financial Advisor
CLU®, ChFC®, CLTC
Sunil Nagpal
Financial Advisor
Alexander (Alex) Nolan
Partner, Financial Planner
AIF®, ChFC®, CEPA, CFP®
Todd A. Paris
Financial Services Representative
Alexander (Alex) Parker
Financial Advisor
MS
Office:
864-668-6250
Kaleb Paxton
Financial Services Professiona
Office:
336-439-8739
Hua Peng
Email:
hpeng@financialguide.comOffice:
704-557-9670
Ryan Platt
Special Care Planner
MBA, ChFC®, ChSNC™
Office:
704-557-9630
Joseph (Jody) Rhyne III
CFP®, CLU®, ChFC®
Office:
704-736-0388
Cynthia Richards-Donald
Managing Director
CFP®, MBA
Matt Rick
Financial Advisor
ChFC®, CASL®
Email:
mrick@financialguide.comOffice:
704-541-2778
Kyle Rasmussen
Financial Advisor
CFP®, CLU®, ChHC®, RICP®
Office:
803-592-9573
Michael Russell
Financial Advisor
Jack Quist
Financial Advisor
Office:
704-315-6133
David Schoening Jr.
Financial Advisor
CFP®, RICP®
Office:
919-755-3085
Preston Shuford
Financial Services Professional
Office:
704-689-6711
Daniel (Dan) Smith
CFBS, CLTC, JD, ChSNC™
Office:
910-208-2678
William T. Smith
Financial Planner, Financial Adviser
Thomas (Tom) Southern
Advisor
ChFC®, CLU®, AEP®, CLTC, RHU®
Danny Steelman
Financial Services Representative
LUTCF®
Office:
336-842-3022 Ext 103
Karl J. Stuppnig
Financial Advisor
CLU®, ChFC®
Adam T. Taff
Financial Advisor
ChFC®, MBA
Shannon Thompson
Financial Planner
CFP®
James L. Todd
CERTIFIED FINANCIAL PLANNER® Professional
CFP®
Peirce C. Ward
Financial Services Professional
CLU®, ChFC®
Email:
pward@financialguide.comOffice:
704-557-9643
Andrew (Drew) Warner
Financial Services Professional
Office:
610-730-9861 Ext 111
David A. Wachter Jr.
Managing Director and Registered Principal
LUTCF®
Matthew Watlington
Financial Services Professional
Office:
919-626-3897
Lynn M. Weirick
Financial Services Professional
CFBS, CLTC
Office:
843-749-8053
Charles Yett
Financial Professional
CLU®
MassMutual Carolinas
Charlotte, NC 28209