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Charlotte, North Carolina

Your Team in Charlotte:

Judy August, CFP®

Wealth Advisor, Director

Leila Evans, CFP®

Regional President, Senior Managing Director

George Lynch

Senior Business Development Officer, Director

B. Deems May, Jr.

Senior Business Development Advisor, Director

Brandon Phillips

Wealth Advisor, Director

Kevin Runge, CFA®

Portfolio Manager, Director

Michele Stutts, CFP®, CDFA®

Wealth Advisor, Director

Inna Collins, CFP®

Wealth Advisor, Senior Associate

Contact Us

Charlotte

6101 Carnegie Blvd. Suite 360
Charlotte NC 28209