Understanding Comes from experience

Michael C. "Chad" Pearson, CFP®, CEPA®, CPWA®

Senior Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Certified Exit Planning Advisor (CEPA®)
Senior Portfolio Manager
Visit my personal page
910-509-2168

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Registered States:
CA, CO, CT, DC, DE, FL, GA, LA, MA, MD, NC, NH, NJ, NY, OK, PA, SC, TN, TX, VA, WA, WV


William P. "Paul" Patterson, CIMA®, CEPA, CPWA®

First Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
Certified Investment Management Analyst (CIMA®)
Certified Exit Planning Advisor (CEPA®)
Visit my personal page
910-509-2177

email   Connect with me on LinkedIn




Registered States:
CA, CO, CT, DE, FL, GA, HI, ID, IL, LA, MA, MD, MT, NC, NH, NJ, NY, OK, OR, PA, SC, TN, TX, VA, WA, WV


Jillian M. Dempsey, CFP®

Wealth Management Associate
CERTIFIED FINANCIAL PLANNER™
910-509-2187

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Registered States:
NC


Riley A. Stephenson

Client Service Associate
Business Development Specialist
910-509-2166

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Registered States:
FL, GA, NC, NJ, VA


Courtenay Bickler

Client Service Associate
910-509-2169

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