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TOP 30 Mary moree reviews in Charlotte, NC
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Merrill Lynch Financial Advisor MARY GRACE LOSTETTER
Merrill Lynch Financial Advisor MARY GRACE LOSTETTER is a finance institution located at 620 South Tryon Street, Charlotte, North Carolina, United States. Mary Grace Lostetter offers the investment insights of Merrill Lynch along with access to the banking convenience and lending solutions of Bank of America. With a focus on serving the best interests of clients, Mary Grace Lostetter helps families grow and preserve their wealth by aligning personal wealth plans with their most important goals. As a client, you will have access to a full range of services and benefits, including 24/7 banking convenience. Mary Grace Lostetter holds various licenses and designations, including the Certified Plan Fiduciary Advisor (CPFA) designation, and focuses on helping business owners establish and maintain fiduciary standards for their retirement plans. With a team of talented individuals, Mary Grace Lostetter provides personalized service centered on trust and building strong client relationships. The approach to financial planning at Merrill Lynch Wealth Management focuses on the client's goals and priorities, adapting to changes over time. By understanding what matters most to each client, Mary Grace Lostetter helps create a personalized financial approach designed to address their specific needs. Whether it's planning for retirement, funding a child's education, or passing wealth to future generations, Mary Grace Lostetter works with clients to manage, grow, and preserve their wealth. Through ongoing collaboration and adjustments to the financial plan as needed, Mary Grace Lostetter helps clients pursue their most important goals. With access to the investment insights of Merrill Lynch and banking solutions from Bank of America, clients can develop an approach tailored to their financial needs. The institution also offers tools and resources to help clients track changes in their lives and reflect them in their financial approach. With a focus on sustainable and impact investing, Mary Grace Lostetter can provide clients with wealth management strategies based on years of experience and knowledge. By understanding each client's goals and priorities, Mary Grace Lostetter helps create a financial approach that aligns with what matters most to them. Whether it's transferring wealth to the next generation, pursuing passions, or staying informed, Mary Grace Lostetter starts by listening to each client to learn more about them and their family. Through the Investment Personality Assessment, clients can gain a deeper understanding of their investing preferences and work with Mary Grace Lostetter to customize their financial approach accordingly. By regularly reviewing goals and progress, Mary Grace Lostetter helps clients stay on track to achieve what's most important to them.
Dr. Mary K. Whitten, MD
Dr. Mary K. Whitten, MD is a healthcare institution located at 7810 Providence Road in Charlotte, North Carolina, United States. As a part of Atrium Health, they provide healthcare, hope, and healing at over 1,400 care locations and 40 hospitals across North Carolina, South Carolina, Georgia, and Alabama. The institution offers in-person care as well as virtual options for patients, including 24/7 urgent care video visits and eVisits with primary care providers. Patients can also chat with a nurse if they have a sick child. Dr. Mary K. Whitten, MD provides complete care for mental illness and substance use disorder, as well as nationally-ranked rehabilitation services.
Dr. Hilary Canipe
Dr. Hilary Canipe is a renowned doctor and healthcare provider located at 5301 Wilkinson Boulevard in Charlotte, North Carolina. With a background in internal and geriatric medicine, Dr. Canipe has been serving the community at Charlotte Community Health Clinic since 2017. She is dedicated to improving health literacy, managing chronic diseases, and promoting preventative care in collaboration with her patients. Dr. Canipe is joined by a team of experienced healthcare professionals, including Dr. Kumari Ramesh, Marie, Amanda Cruz, Dr. Sveta Mohanan, Dr. Andrea S. Rice, Dr. Zeltner, Amy Evans, Rachael, and Heather, who all bring unique expertise and passion for providing quality healthcare to underserved populations. The institution offers a range of services including primary care, pediatrics, mental health, social work, and more, with a focus on community health and equal access to healthcare for all. With a commitment to patient advocacy and a welcoming environment, Dr. Hilary Canipe and her team strive to make a positive impact on the health and well-being of their patients.
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