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Investment Advisory Service in Charlotte, NC

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SuperPagesSM - helps you find the right local businesses to meet your specific needs. Search results are sorted by a combination of factors to give you a set of choices in response to your search criteria. These factors are similar to those you might use to determine which business to select from a local SuperPages directory, including proximity to where you are searching, expertise in the specific services or products you need, and comprehensive business information to help evaluate a business's suitability for you. SuperPages advertisers receive higher placement in the default ordering of search results and may appear in sponsored listings on the top, side, or bottom of the search results page.

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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…

Chris Thorn

3. 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…

Stephen Heeseman

4. Stephen Heeseman

150 Providence Rd, Charlotte, NC, 28207

From Business: Stephen is the market executive for Myers Park Financial Center and provides commercial business services to businesses, professional groups, real estate…

Mike Wollinger

5. 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…

Alice Joyce

6. 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…

Marty Blackwood

7. 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…

Andrea Williamson

8. 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…

Salley Griffith

9. 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…

Melanie Robinson

10. 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…

Jim Harpham

11. 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…

Charles Bartz

12. 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…

John Graham

13. 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…

Dana Dellinger

14. Dana Dellinger

6337 Carnegie Blvd, Charlotte, NC, 28211

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…

Andy Molnar

15. 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…

John Kraynik

16. 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…

Warren Miller

17. Warren Miller

6337 Carnegie Blvd, Charlotte, NC, 28211

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…

Ted Wolfe

18. 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…

Bobby Lamm

19. 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…

Soumaya Markabi

20. 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…

Will Bishop

21. 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…

Josh Hall

22. 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…

Ana Espinoza

23. 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…

Victoria Cerrato

24. 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…

Fiorella Schmidt

25. 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…

Lang, Steven

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…

Fulbright, William L

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…

Geesey, Nicholas

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…

Estes, Ryan

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…

Holston, Joseph

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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