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Map of Charlotte, NC

Investment Advisory Service in Charlotte, NC

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2. Chris Thorn

Chris Thorn

150 Providence Rd, Charlotte, NC 28207

OPEN NOW:9:00 am - 5:00 pm

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 businesses with…

YP
25 Years
in Business

3. Mike Wollinger

Mike Wollinger

150 Providence Rd, Charlotte, NC 28207

OPEN NOW:9:00 am - 5:00 pm

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 his members…

YP
25 Years
in Business

4. Alice Joyce

Alice Joyce

150 Providence Rd, Charlotte, NC 28207

OPEN NOW:9:00 am - 5:00 pm

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 goals, with a…

YP
25 Years
in Business

5. Marty Blackwood

Marty Blackwood

150 Providence Rd, Charlotte, NC 28207

OPEN NOW:9:00 am - 5:00 pm

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 management at…

YP
25 Years
in Business

6. Andrea Williamson

Andrea Williamson

150 Providence Rd, Charlotte, NC 28207

OPEN NOW:9:00 am - 5:00 pm

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 management…

YP
25 Years
in Business

7. Salley Griffith

Salley Griffith

6337 Carnegie Blvd, Charlotte, NC 28211

OPEN NOW:8:30 am - 5:00 pm

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 accounts,…

YP
25 Years
in Business

8. Melanie Robinson

Melanie Robinson

6337 Carnegie Blvd, Charlotte, NC 28211

OPEN NOW:8:30 am - 5:00 pm

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 bringing in and…

YP
25 Years
in Business

9. Jim Harpham

Jim Harpham

6337 Carnegie Blvd, Charlotte, NC 28211

OPEN NOW:9:00 am - 5:00 pm

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 closely with…

YP
25 Years
in Business

10. Charles Bartz

Charles Bartz

6337 Carnegie Blvd, Charlotte, NC 28211

OPEN NOW:8:30 am - 5:00 pm

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 joined TowneBank in…

YP
25 Years
in Business

11. John Graham

John Graham

6337 Carnegie Blvd, Charlotte, NC 28211

OPEN NOW:8:30 am - 5:00 pm

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 decades of financial…

YP
25 Years
in Business

12. Andy Molnar

Andy Molnar

6337 Carnegie Blvd, Charlotte, NC 28211

OPEN NOW:8:30 am - 5:00 pm

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 TowneBank in 2018.…

YP
25 Years
in Business

13. John Kraynik

John Kraynik

6337 Carnegie Blvd, Charlotte, NC 28211

OPEN NOW:9:00 am - 5:00 pm

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 lending and helps…

YP
25 Years
in Business

14. Ted Wolfe

Ted Wolfe

6337 Carnegie Blvd, Charlotte, NC 28211

OPEN NOW:9:00 am - 5:00 pm

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 president for our…

YP
25 Years
in Business

15. Bobby Lamm

Bobby Lamm

6337 Carnegie Blvd, Charlotte, NC 28211

OPEN NOW:8:30 am - 5:00 pm

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 support the…

YP
25 Years
in Business

16. Soumaya Markabi

Soumaya Markabi

6337 Carnegie Blvd, Charlotte, NC 28211

OPEN NOW:8:30 am - 5:00 pm

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 members. As…

YP
25 Years
in Business

17. Will Bishop

Will Bishop

6337 Carnegie Blvd, Charlotte, NC 28211

OPEN NOW:8:30 am - 5:00 pm

From Business: Will specializes in working with companies that are in the manufacturing, wholesale, professional services, and distribution sectors. He believes that maximizing cash flow can…

YP
25 Years
in Business

18. Griffin Bettencourt

Griffin Bettencourt

6337 Carnegie Blvd, Charlotte, NC 28211

OPEN NOW:8:00 am - 5:30 pm

From Business: Griffin has over 25 years of financial industry experience and serves as a Private Banker at our SouthPark location in Charlotte, North Carolina. His main focus is supporting…

YP
25 Years
in Business

19. Ben Mears

Ben Mears

13900 Conlan Cir, Charlotte, NC 28277

OPEN NOW:8:30 am - 5:00 pm

From Business: Ben is the market executive for the Ballantyne Financial Center and maintains a portfolio of commercial members with varying credit and deposit needs. He also leads a team of…

YP
25 Years
in Business

20. Josh Hall

Josh Hall

13900 Conlan Cir, Charlotte, NC 28277

OPEN NOW:8:30 am - 4:30 pm

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 double-majored…

YP
25 Years
in Business

21. Ana Espinoza

Ana Espinoza

13900 Conlan Cir, Charlotte, NC 28277

OPEN NOW:9:00 am - 5:00 pm

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 Partner Programs.…

YP
25 Years
in Business

22. Victoria Cerrato

Victoria Cerrato

13900 Conlan Cir, Charlotte, NC 28277

OPEN NOW:9:00 am - 5:00 pm

From Business: As branch manager, Victoria leads her team to provide our members with exquisite, friendship-driven banking experiences. In addition, she supports small businesses by helping…

YP
25 Years
in Business

23. Fiorella Schmidt

Fiorella Schmidt

13900 Conlan Cir, Charlotte, NC 28277

OPEN NOW:9:00 am - 5:00 pm

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 banking services,…

YP
25 Years
in Business

24. Sunlight Financial

Sunlight Financial

101 N Tryon St, Charlotte, NC 28202

OPEN 24 HOURS

From Business: We partner with contractors nationwide to offer homeowners innovative, affordable loans. Our best in class technology and deep credit expertise simplifies and streamlines…

25. Flagstar Private Bank

Flagstar Private Bank

121 W Trade St # 1150, Charlotte, NC 28202

From Business: At Flagstar, the success with our customers starts with our people. The expertise and personal dedication of our team are the factors that allow us to excel. That is why we set…

26. Fifth Third Private Bank - Wilson Fite

Fifth Third Private Bank - Wilson Fite

201 N Tryon St, Charlotte, NC 28202

OPEN NOW:9:00 am - 5:00 pm

From Business: With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you…

27. Lang, Steven

Lang, Steven

150 N College St, Charlotte, NC 28202

OPEN NOW:9:00 am - 5:00 pm

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 and investment…

28. Fulbright, William L

Fulbright, William L

150 N College St, Charlotte, NC 28202

OPEN NOW:9:00 am - 5:00 pm

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 and investment…

29. Geesey, Nicholas

Geesey, Nicholas

150 N College St, Charlotte, NC 28202

OPEN NOW:9:00 am - 5:00 pm

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 and investment…

30. Estes, Ryan

Estes, Ryan

150 N College St, Charlotte, NC 28202

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 and investment…