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
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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

Donis Noe Smith, CFP®, CDFA™

Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Certified Divorce Financial Analyst (CDFA®)
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910-509-2161

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Registered States:
CA, CO, CT, DE, FL, GA, LA, MA, MD, ME, NC, NH, NJ, NY, OK, 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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