Broker Check

Meet Our Team

Put over a century of combined experience to work for you. 

Joel Burris

Joel E. Burris

President, Managing Partner, Financial Advisor

704-688-0611

Andy Howe

Andy Howe

Senior Vice President and Senior Partner

704-372-4491

Jim  Ball

Jim Ball

Chief Compliance Officer and Chief Operations Officer

(704) 372-4491

Don  Campbell

Don Campbell

Financial Advisor

Michael Gordon

Michael Gordon

Wealth Manager, Senior Vice President

(407) 755-6402

Allison Goodnight

Allison Goodnight

Administrative Support Associate and Business Manager

704-372-4491

Schuyler  Howe

Schuyler Howe

Operations Manager and Financial Advisor

704-372-4491

John  Moravek

John Moravek

Financial Advisor

Mary Newhouse

Mary Newhouse

Wealth Manager, Senior Vice President Investments

(407) 755-6401

Amie  Parker

Amie Parker

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

704-372-4491

Carolyn Pozzi

Carolyn Pozzi

Vice President and Financial Advisor

704-688-0623

John  Traynham

John Traynham

Financial Advisor

Fallon Tucker

Business Manager for Andy Howe and Joel Burris

704-372-4491

Chris Taylor

Chris Taylor

Director, Private Wealth Management - Financial Advisor

(704) 688-0608

James Waters

James Waters, CFA

Chief Investment Officer of Private Wealth

(704) 688-0621

Joseph   Hagner

Joseph Hagner

Director of Business Development

704.372.4491