Financial legacy in Charlotte, North Carolina

Merrill Lynch Financial Advisor Jeffrey E. Stevenson is a dedicated CFP® professional located at 620 South Tryon Street in Charlotte, North Carolina. With a focus on goal-based investing, Jeffrey provides clients with comprehensive wealth plans tailored to their individual needs. He believes in building strong client relationships based on trust and offers innovative strategies for investment, retirement, and legacy planning. With a background in Trust & Wealth management, Jeffrey takes a holistic approach to financial planning, ensuring that all aspects of his clients' financial well-being are taken into consideration. Whether you are a business owner with complex planning needs or looking to simplify your financial life for retirement, Jeffrey is committed to helping you achieve your financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Jeffrey can develop a personalized plan to address your financial needs and help you pursue your aspirations. As a Merrill Lynch Wealth Management Advisor, Jeffrey is dedicated to helping you navigate the complexities of your financial life and build a customized investment approach to achieve your goals. Contact Jeffrey Stevenson today to start planning for your financial future.

Edward Jones - Financial Advisor: Keith Nowokunski, CEPA® is a reputable finance institution located at 2100 Crescent Avenue in Charlotte, North Carolina, United States. As a Certified Exit Planning Advisor, Keith Nowokunski offers expert financial advice and planning services to help clients achieve their financial goals and secure their future. With a focus on personalized and tailored solutions, Edward Jones provides a comprehensive range of financial services to individuals, families, and businesses. Trust Keith Nowokunski and the team at Edward Jones to guide you towards financial success and stability.

Fidelity Integrated Financial is a leading financial institution located at 6135 Lakeview Road in Charlotte, North Carolina, United States. Specializing in a wide range of financial services, including investment management, retirement planning, and wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a commitment to personalized service and a focus on long-term success, Fidelity Integrated Financial is a trusted partner for individuals and businesses looking to secure their financial future. Contact us today to learn more about how we can help you reach your financial objectives.

Timothy Davis - TIAA Financial Consultant is a premier finance institution located at 8500 Andrew Carnegie Boulevard in Charlotte, North Carolina, United States. As a trusted advisor, Timothy Davis offers expert financial consulting services through TIAA to help clients achieve their financial goals and secure their future. With a focus on personalized and comprehensive financial planning, Timothy Davis is dedicated to providing top-notch financial advice and guidance to individuals and families. Contact Timothy Davis - TIAA Financial Consultant today to start building a secure financial future.

Freitag Financial Group, LLC is a reputable finance institution located at 13850 Ballantyne Corporate Place in Charlotte, North Carolina, United States. Specializing in a wide range of financial services, including investment management, retirement planning, and wealth preservation, Freitag Financial Group is committed to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a client-focused approach, they provide personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Freitag Financial Group is dedicated to guiding you towards financial success.

Blue Cardinal Wealth Solutions, located at 13830 Ballantyne Corporate Place in Charlotte, North Carolina, is a finance institution under Ameriprise Financial Services, LLC. Recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024, our team believes in the importance of having a solid financial plan in place for tomorrow. We work with successful families and businesses to identify their goals and take measured steps towards achieving them, whether it be funding education, leaving a legacy, or planning for retirement. Our experienced advisors are dedicated to helping clients navigate the financial landscape and make informed decisions. If you have questions or would like to schedule a complimentary initial consultation, please get in touch. Visit our website for background and qualification information, and remember that Ameriprise Financial Services, LLC. is a member of FINRA and SIPC. Let's work together to secure your financial future.

Steele & Rozek Wealth Management - UBS Financial Services Inc. is a reputable finance institution located at 6100 Fairview Road in Charlotte, North Carolina, United States. Our team of experienced professionals is dedicated to providing comprehensive wealth management services to help our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, we are here to help you navigate the complexities of the financial world. With a focus on personalized service and a commitment to excellence, Steele & Rozek Wealth Management is your trusted partner for all your financial needs.

Merrill Lynch Financial Advisor Felix von Uklanski is a finance institution located at 620 South Tryon Street, Charlotte, North Carolina, United States. Supported by the global resources of Merrill, the team is made up of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. The financial advisors at Merrill Lynch Wealth Management focus on your family, goals, and priorities, adapting to changes over time. They start every relationship with a conversation to understand your goals and priorities, offering advice and guidance tailored to your needs. By utilizing the Investment Personality Assessment, they can customize a financial approach to help you pursue your meaningful goals. The institution provides tools to help you track changes in your life and goals, ensuring that your financial approach reflects these changes. The mission of Merrill Lynch Financial Advisor Felix von Uklanski is to understand you and what matters most to you, designing a personalized plan to help you achieve your financial goals. With a focus on building a one-on-one relationship, the advisors aim to guide you through the complexities of your financial life and provide comprehensive financial solutions. By working together, you can create an approach that reflects your unique needs and priorities to help you achieve your goals. They offer the latest investment insights, tips, and strategies to help you live your best financial life.

The Howard Group - UBS Financial Services Inc. is a leading finance institution located at 13024 Ballantyne Corporate Place in Charlotte, North Carolina, United States. With a focus on providing comprehensive financial services, The Howard Group offers a wide range of investment options and personalized strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial situations, the experienced team at The Howard Group is dedicated to providing expert guidance and exceptional service.

Retirement Direction Group - Ameriprise Financial Services, LLC, located at 13830 Ballantyne Corporate Place in Charlotte, North Carolina, is a finance institution that offers personalized financial planning services. Our Ameriprise financial advisors are registered to do business in certain U.S. states, ensuring that our clients receive tailored advice based on their specific needs and goals. During the initial consultation, we provide an overview of financial planning concepts to help you understand your options and make informed decisions about your future. While we cannot guarantee future financial results, we are committed to helping you achieve your financial goals. Our team at Ameriprise Financial Services, LLC is dedicated to providing top-notch service and support to our clients, and we appreciate the opportunity to assist your friends and family members with their financial planning needs. Contact us today to schedule a consultation and start planning for a secure financial future.

Gray Howard - UBS Financial Services Inc. is a premier financial institution located in Charlotte, North Carolina. As a branch of UBS, one of the world's leading financial services firms, Gray Howard offers a wide range of wealth management and investment services to clients in the area. Their team of experienced professionals is dedicated to providing personalized financial solutions tailored to each client's unique needs and goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Gray Howard - UBS Financial Services Inc. is committed to helping you achieve your financial objectives. Visit them at 13024 Ballantyne Corporate Place to learn more about how they can assist you in reaching your financial goals.

Edward Jones - Financial Advisor: Zach Wagner, CFP®|CFA®|AAMS™ is a reputable financial institution located at 7818 Fairview Road in Charlotte, North Carolina, United States. With a team of highly qualified professionals, including Certified Financial Planners (CFP®), Chartered Financial Analysts (CFA®), and Accredited Asset Management Specialists (AAMS™), the institution offers expert financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, Edward Jones is dedicated to providing personalized solutions tailored to your specific needs. Trust Zach Wagner and his team to guide you towards a secure financial future.

David Deitch - UBS Financial Services Inc. is a renowned financial institution located at 6100 Fairview Road in Charlotte, North Carolina, United States. Specializing in finance, this institution offers a wide range of financial services to its clients, including wealth management, investment advice, and retirement planning. With a team of experienced professionals, David Deitch - UBS Financial Services Inc. strives to provide top-notch financial solutions tailored to meet the unique needs and goals of each individual client. Whether you are looking to grow your wealth, plan for retirement, or make strategic investment decisions, this institution is dedicated to helping you achieve financial success.

Guy Cline, CRPC - UBS Financial Services Inc. is a reputable finance institution located at 6100 Fairview Road in Charlotte, North Carolina, United States. Specializing in wealth management and financial planning, Guy Cline and his team of experts provide personalized services to help clients achieve their financial goals. With a focus on integrity and professionalism, UBS Financial Services Inc. offers a wide range of financial products and solutions to meet the unique needs of each individual or business. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Guy Cline and his team are dedicated to providing top-notch financial advice and guidance.

Merrill Lynch Financial Advisor John Paul Sullivan, located at 13510 Ballantyne Corporate Place in Charlotte, North Carolina, offers sophisticated financial, wealth transfer, and portfolio strategies for affluent individuals and families. They provide fiduciary and investment management services for trusts through Bank of America Private Bank, as well as retirement income programs and portfolio risk management for retirees and pre-retirees. With a focus on helping clients pursue their financial goals, they create personalized plans to manage, grow, and preserve wealth for the long term. The experienced team at Merrill Lynch works closely with clients to understand their aspirations, prioritize their goals, and adapt their financial approach as life and markets change. By leveraging the resources of Merrill and Bank of America, they aim to help clients navigate the complexities of the financial landscape and achieve their objectives. Services include investment strategies, financial solutions, and personalized advice to support clients in living their best financial life.

E2i Financial Group is a leading finance institution located at 13850 Ballantyne Corporate Place in Charlotte, North Carolina, United States. Specializing in financial services, E2i Financial Group offers a wide range of solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, E2i Financial Group is dedicated to providing personalized and expert advice to guide clients towards financial success. Whether you are looking to invest, plan for retirement, or manage your assets, E2i Financial Group is committed to helping you make informed decisions and secure your financial future.

Winget Benton Wealth Management Group by LPL Financial is a leading finance institution located at 6101 Carnegie Boulevard in Charlotte, North Carolina. Our team of experienced professionals is dedicated to providing comprehensive wealth management services to help our clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, we are here to help. With a focus on personalized service and tailored financial solutions, we strive to build long-lasting relationships based on trust and integrity. Contact us today to learn more about how we can help you secure your financial future.

Merrill Lynch Financial Advisor John J Brienza is a finance institution located at 6000 Fairview Road, Charlotte, North Carolina, United States. The team at Merrill Lynch shares a common goal of helping clients pursue their personal planning strategies, such as funding their children's educations, ensuring income lasts through retirement, and managing potential health care costs while transferring wealth to the next generation. They aim to simplify the complexities of finance and make planning for the future an exciting journey towards reaching goals. The institution believes in a personalized financial approach that helps clients achieve their aspirations. Through conversations and understanding of individual investment styles and goals, the team at Merrill Lynch works with clients to develop customized plans that reflect their needs. With access to investment insights from Merrill and banking solutions from Bank of America, clients can address their financial needs effectively.

Merrill Lynch Financial Advisor Matthew Evans, located at 620 South Tryon Street in Charlotte, North Carolina, offers a family-office-style approach to financial services. Specializing in serving accomplished individuals such as venture capitalists, private equity executives, medical specialists, and business owners, the institution focuses on providing personalized strategies for key financial decisions. With a strong emphasis on estate planning, tax minimization, and alternative investments, the team at Johnson Evans and Associates aims to mitigate investment risk and maximize opportunities for their clients. By limiting the number of clients they assist, they are able to provide proactive stewardship of wealth and personalized attention to each individual's needs. With a focus on education, trust, and transparency, Merrill Lynch Financial Advisor Matthew Evans is dedicated to helping clients achieve their financial goals and secure their financial legacy for future generations.

Merrill Lynch Financial Advisor William J Turner, located at 6000 Fairview Road in Charlotte, North Carolina, offers insights, observations, and ideas to help clients achieve their financial goals. Supported by the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. The institution focuses on understanding the things that matter most to clients, such as family, goals, and priorities, and works to develop customized financial strategies to help clients pursue their objectives. The team provides access to investment insights and banking solutions to address clients' financial needs, whether it be planning for retirement, saving for a home, or funding education. Through the Merrill Personal Wealth Analysis™, clients can receive a personalized plan centered on their goals and aspirations. With a focus on staying on track and adapting to changes in the market and in clients' lives, Merrill Lynch Financial Advisor William J Turner aims to help clients achieve their financial goals and live their best financial life.

J&M Financial Management Services, LLC is a finance institution located at 6047 Tyvola Glen Circle in Charlotte, North Carolina. Our team of experienced professionals provides a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need help with investment management, retirement planning, or tax preparation, we are here to provide personalized solutions tailored to your specific needs. Contact us today to learn more about how we can help you secure your financial future.

Globe Life Family Heritage Division: Schneider Agencies is a reputable insurance agency located in Charlotte, North Carolina. Our dedicated team at 2221 Edge Lake Drive is committed to providing top-notch insurance solutions to protect you and your loved ones. With a focus on family heritage, we offer a range of insurance products tailored to your individual needs. Trust Schneider Agencies to help you secure your future and provide peace of mind for your family.

Alexander Retirement Solutions is a leading insurance agency located at 2017 East 7th Street in Charlotte, North Carolina, United States. Specializing in retirement solutions, our team of experienced professionals is dedicated to helping individuals and families plan for a secure and comfortable future. From annuities to long-term care insurance, we offer a wide range of products and services tailored to meet our clients' specific needs and goals. Contact us today to learn more about how Alexander Retirement Solutions can help you prepare for a worry-free retirement.

Venn Law Group is a trusted institution located at 6302 Fairview Road in Charlotte, North Carolina, specializing in accounting, finance, and legal services. With a focus on the intersection of business, law, and relationships, our team works closely with each client to address their specific legal needs and help them navigate complex business decisions. We pride ourselves on building strong, long-term relationships with our clients, serving as trusted advisors who invest the time and energy to truly understand their needs. Our firm represents businesses, business owners, and real estate professionals throughout the Carolinas, offering guidance and support in their endeavors. We are not just attorneys who take orders – we listen, communicate, and empower our clients to achieve their goals. Sadly, we recently lost our partner, Garth Dunklin, a respected legal professional who made significant contributions to the Charlotte real estate community. We will miss his expertise, mentorship, and laughter.

Marsh McLennan Agency LLC, located at 5605 Carnegie Boulevard in Charlotte, North Carolina, is an insurance agency that provides business insurance, employee health & benefits, retirement, and private client insurance solutions to businesses and individuals. As part of the Marsh McLennan family of companies, they are dedicated to helping businesses navigate potential risks associated with the Russia-Ukraine conflict. Their team of professionals offers customized solutions tailored to fit the unique needs of each client, empowering them to succeed with a range of resources. With a focus on building confidence to thrive, Marsh McLennan Agency is committed to creating a dynamic and supportive team environment to ensure colleagues reach their fullest potential. Whether you are looking for solutions for your business, your team, or your personal life, Marsh McLennan Agency has the local specialists, global resources, and limitless possibilities to help you achieve your goals. Join the best agencies in the business and discover how Marsh McLennan Agency can help you build upon your legacy and create new opportunities for your colleagues and clients. With a focus on risk, strategy, and people, Marsh McLennan Agency is here to inspire and support you on your journey to success.

Robertson & Foley is a renowned finance institution located at 6201 Fairview Road in Charlotte, North Carolina, United States. With a strong reputation for providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. From investment strategies to wealth management, Robertson & Foley offers personalized solutions tailored to each client's unique needs. Trustworthy, reliable, and committed to excellence, Robertson & Foley is the go-to institution for all your financial needs.

Truist is a financial institution located at 419 Old Little Rock Road in Charlotte, North Carolina, United States. As a bank and finance provider, Truist offers a range of services including credit cards, loans, deposit accounts, trust and investment management, securities and insurance products. The institution is affiliated with Truist Financial Corporation and provides services through various subsidiaries such as Truist Bank, Truist Investment Services, and McGriff Insurance Services. Truist also offers mortgage products and services, with all mortgage professionals registered on the Nationwide Mortgage Licensing System & Registry. Customers should consult with their tax or legal professionals before taking any actions with tax or legal consequences. Truist Advisors are associated with Truist Investment Services and Truist Advisory Services, offering specialized services for wealth management, family legacy, business owners, sports and entertainment professionals, and legal and medical specialties. Communication and documentation provided by Truist Bank and its subsidiaries are in English, but translation or language access services may be available for customers with Limited English Proficiency.

Main Place Trust is a finance institution located at 100 North Tryon Street in the bustling city of Charlotte, North Carolina. With a focus on providing expert financial services to individuals and businesses alike, Main Place Trust is dedicated to helping clients achieve their financial goals and secure their futures. From investment management to wealth planning, Main Place Trust offers a wide range of services tailored to meet the unique needs of each client. Trust in Main Place Trust for all your financial needs.

Intercontinental Capital Group is a leading finance institution located at 1515 Mockingbird Lane in Charlotte, North Carolina, United States. With a focus on providing innovative financial solutions, Intercontinental Capital Group offers a wide range of services including investment management, wealth planning, and asset protection. Our team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their future. Visit us today to learn more about how Intercontinental Capital Group can help you reach your financial objectives.

PNC Private Bank, located at 4720 Piedmont Row Drive in Charlotte, North Carolina, is a leading financial institution specializing in providing personalized wealth management services to high-net-worth individuals and families. With a team of experienced financial advisors and experts, PNC Private Bank offers tailored investment strategies, estate planning, trust services, and comprehensive financial solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, preserve your assets, or plan for the future, PNC Private Bank is committed to delivering exceptional service and expertise to help you succeed.