North Carolina Meet The Team

Edward Nelson*, MBA

Senior Managing Partner; Investment Advisor

Curtis Marant

Financial Professional

Marquis Chachere

Financial Advisor

Jared Key

Financial Professional

Joe Bradley*, FSCP

Financial Professional

Gary Braswell

Financial Professional

James Allison Jr.*, ChSNC

Financial Advisor

Michael Wimmer, USMC – Ret.,CFP®

Financial Advisor

Peter Ramundo Jr.*

Senior Managing Partner; Investment Advisor

Martina Jimenez Sperry

Managing Partner

David Keith*, LUTCF, CLF

Registered Representative, Managing Partner

Jamie Lawhorne*

Managing Partner

Joshua Crane-Whittington*

Partner

Bilal Simmons

Partner

Rickey Turner*

Registered Representative

Terry Anderson*, LUTCF

Registered Representative

Irma Ceja

Financial Professional

Michael Fields

Financial Professional

Matthew Foresman*

Registered Representative

David Hussey, MBA

Financial Professional

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