Investment Advisory Service in Charlotte, NC
1. Synergy Investment Group
8320 University Exec Park Dr Apt 110, Charlotte, NC 28262
2. Chris Thorn
150 Providence Rd, Charlotte, NC 28207
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…
3. Mike Wollinger
150 Providence Rd, Charlotte, NC 28207
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…
4. Alice Joyce
150 Providence Rd, Charlotte, NC 28207
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…
5. Marty Blackwood
150 Providence Rd, Charlotte, NC 28207
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…
6. Andrea Williamson
150 Providence Rd, Charlotte, NC 28207
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…
7. Salley Griffith
6337 Carnegie Blvd, Charlotte, NC 28211
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,…
8. Melanie Robinson
6337 Carnegie Blvd, Charlotte, NC 28211
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…
9. Jim Harpham
6337 Carnegie Blvd, Charlotte, NC 28211
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…
10. Charles Bartz
6337 Carnegie Blvd, Charlotte, NC 28211
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…
11. John Graham
6337 Carnegie Blvd, Charlotte, NC 28211
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…
12. Andy Molnar
6337 Carnegie Blvd, Charlotte, NC 28211
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.…
13. John Kraynik
6337 Carnegie Blvd, Charlotte, NC 28211
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…
14. Ted Wolfe
6337 Carnegie Blvd, Charlotte, NC 28211
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…
15. Bobby Lamm
6337 Carnegie Blvd, Charlotte, NC 28211
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…
16. Soumaya Markabi
6337 Carnegie Blvd, Charlotte, NC 28211
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…
17. Will Bishop
6337 Carnegie Blvd, Charlotte, NC 28211
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…
18. Griffin Bettencourt
6337 Carnegie Blvd, Charlotte, NC 28211
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…
19. Ben Mears
13900 Conlan Cir, Charlotte, NC 28277
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…
20. Josh Hall
13900 Conlan Cir, Charlotte, NC 28277
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…
21. Ana Espinoza
13900 Conlan Cir, Charlotte, NC 28277
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.…
22. Victoria Cerrato
13900 Conlan Cir, Charlotte, NC 28277
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…
23. Fiorella Schmidt
13900 Conlan Cir, Charlotte, NC 28277
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,…
24. Sunlight Financial
101 N Tryon St, Charlotte, NC 28202
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
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
201 N Tryon St, Charlotte, NC 28202
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
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…
28. Fulbright, William L
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…
29. Geesey, Nicholas
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…
30. 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…