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Mary holds the FINRA Series 7, 63 and 65 licenses as well as the general insurance license. He holds the FINRA Series 5, 7, 9, 10, 15, 63 and 65 licenses, general insurance license and long term care insurance license. Stuart was awarded Branch Manager of the Year in 2012 and earned his designation of Retirement Income Specialist the following year. Stuart has completed the Accredited Wealth Management Advisor℠ program through the Firm’s internal education division, Janney University, and the Wharton School of Business at the University of Pennsylvania. In 2007, Stuart began the first of seven terms to serve on the firm’s Board of Managers.
How Long $1mm Lasts in Retirement
Its client-centric approach is evidenced in both the Client Advisory Board and its commitment to personal connections. Delivering tailored and objective financial advice since 2002, Alpha Financial Advisors is a top-rated Charlotte wealth management firm. The firm is fee-only and a fiduciary and believes in forming long-term relationships founded on mutual trust and respect.
Linden Thomas Advisory Services, LLC Investing Strategy
Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites. With a focus on his clients, he makes recommendations on investment strategies unique to each client’s needs. His own upbringing was his inspiration for wanting to help other individuals accumulate, grow and protect their wealth. Growing up in a middle-class family in South Jersey, his parents were divorced when he was 5-years old.
Legacy Planning
Contact us today to schedule an appointment and start your journey toward success. As top financial advisors in Charlotte, NC, Parsec Financial uses a comprehensive, process for investment planning and wealth management that includes six distinct areas. The firm offers wealth management services, a selection of other advisors, financial planning services and retirement plan consulting services. The firm serves individuals and high-net-worth individuals as well as pensions, profit sharing plans, charities and other businesses. The fee-only firm has a number of financially certified individuals on staff, including certified financial planners (CFPs), chartered financial analysts (CFAs) and a chartered financial consultant (ChFC).
That comes with having a knowledgeable and compassionate financial team by your side
Meet an Advisor: Charlotte Geletka - ETF Trends
Meet an Advisor: Charlotte Geletka.
Posted: Fri, 07 Jul 2023 07:00:00 GMT [source]
We form relationships that are different and provide financial planning services that are different because you deserve a retirement that’s different. With financial planning at the core of Carol's business, she has excelled at customer service and comprehensive investment advice for decades. Carol joined Janney in 2004 and has worked closely with the members of Carolina Wealth Advisors dating back into the 1980s and 1990s while at JC Bradford & Company. She holds a Bachelor of Business Administration in Accounting from the University of Georgia.
The Chartered Mutual Fund Counselor™ program was developed in conjunction with the Investment Company Institute and is the only mutual fund designation recognized in the financial services industry. The program provides a thorough knowledge of mutual funds and their various uses as investment vehicles. The Chartered Financial Consultant® designation is one of the most robust and respected credentials for financial planning professionals. To earn the Chartered Financial Consultant designation, advisors must complete experience and ethics requirements. Individuals who hold the ADPA™ designation have completed a course of study encompassing wealth transfers, federal taxation, retirement planning, and planning for financial and medical end-of-life needs for domestic partners.
REITs 101 What You Need to Know About Real Estate Investment Trusts
From physician’s offices to young professionals to couples looking to plan retirement, the help of a good financial planner in Charlotte, NC, or Asheville can take the apprehension out of financial management. The advisors at this Charlotte financial planner are client-centric and respect the mission of each organization they serve. They take a strategic and tailored approach to help them build resources to enhance their work. This financial advisor in Charlotte, NC encourages creativity and forward-thinking among its team, which in turn benefits clients through dynamic and well-formed financial strategies. This top financial advisor in Charlotte, NC is fee-based, however, it does uphold a fiduciary standard to always put the client’s best interest first. Advisors are committed to earning your confidence and trust through objective, independent guidance.
Individuals who hold the Certified Military Financial Advisor® (CFMA®) designation have received training to serve veterans, active duty, Reserve, National Guard and their families in planning for a confident financial future. The Certified Exit Planning Advisor® Program is a five-day executive MBA-style program held by the Exit Planning Institute that trains and certifies qualified professional advisors in the field of exit planning. Exit planning is the preparation for the exit of an entrepreneur from his company to maximize the enterprise value of the company in a mergers and acquisitions transaction. The CASL® credential provides advisors with in-depth training on issues impacting seniors and those planning for retirement.
You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them. With a dedication to ensuring each client feels heard and well supported and a wide range of financial service offerings, Ronald Blue Trust is a top Charlotte financial planner to consider partnering with and earns a 5-star rating. One of the client specialties served by Parsec is younger professionals that are just starting their career and life journey. Their needs are unique, with financial goals and challenges that include career focus, paying student debt, saving for a first home, and more. Parsec Financial, Inc. is a top-rated Asheville and Charlotte financial advisor dedicated to helping its clients achieve financial success.
The company offers a range of financial and wealth management services, including asset protection, investment advisory, tax minimization planning, annuities, infinite banking, and life insurance. The firm was featured in a number of national media outlets such as The Wall Street Journal, Reuters, Fox Business, MarketWatch Radio, and CNBC. Clearview Wealth Management is a financial advisory firm that caters to individuals and families in Charlotte and the surrounding areas. Its financial planning services include examination in various areas, such as cash flow management, employee benefits, estate and retirement planning, and generational transfers. In addition, it offers investment management solutions, such as disciplined rebalancing, portfolio diversification, regular reviews, and tax efficiency and expense control. William E. Clark, the president, is a member of the National Association of Personal Financial Advisors.
For more information, refer to this guide on choosing the best financial advisor in North Carolina. Colony works exclusively with families, allowing its advisors to develop a deep understanding of each client’s situation and finances so they can apply their knowledge and experience to design a customized strategy. Each client portfolio is crafted and personally managed, with allocations reflecting the individual client’s risk tolerance, liquidity requirements, and tax situation.
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