Our Team

Andy Howe

Senior Vice President and Senior Partner

Jim Ball

Chief Compliance Officer and Chief Operations Officer

(704) 372-4491

Roberta "Bobbi" Brumsey

Investment Advisor Representative

336-855-0506

Bryan Cassells

Financial Advisor

Don Campbell

Financial Advisor

Danny Dahl

Financial Advisor

Michael Gordon

(407) 755-6402

Allison Goodnight

Administrative Support Associate and Business Manager

Randy Harless

Financial Advisor

Schuyler Howe

Registered Representative

Mary-Elaine Hart

Client Relations

Michelle Harris

Support Staff

Michael McFadden

Financial Advisor

John Moravek

Financial Advisor

Jonathan Malone

Financial Advisor

Art Myers

Registered Representative

843-860-5817

Mary Newhouse

Wealth Manager, Senior Vice President Investments

(407) 755-6401

Ron Olsson

Financial Advisor

Amie Parker

Executive Administrative Assistant to Joel Burris and Business Manager to Chuck Skipper

Britt Parnell

Marketing Liaison

704-688-0653

Carolyn Pozzi

Vice President Senior Financial Advisor

704-688-0623

Chuck Skipper

Registered Representative

Rhea Shields

Financial Advisor

Dean Turner

Financial Advisor

Roland Terrell

Financial Advisor, FSS

John Traynham

Financial Advisor

Cheryl Thompson

Business Manager

Fallon Tucker

Business Manager for Andy Howe and Joel Burris

Chris Taylor

Director, Private Wealth Management - Financial Advisor

(704) 688-0608

Eric Welch

Financial Advisor

James Waters, CFA

Chief Investment Officer of Private Wealth

(704) 688-0621

Anaiss Zamora

Reception and Support Staff

704-688-0603