The 30 Best Trusted legal advisor in Charlotte, North Carolina

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Merrill Lynch Private Wealth Advisor Sara Caitlyn Halliday, located at 620 South Tryon Street, Charlotte, North Carolina, United States, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. The private wealth advisors at Merrill Private Wealth Management are highly trained to meet specialized needs with personalized service based on trust. With access to services and resources typically reserved for large institutions, clients have the opportunity to work with experienced partners and dedicated client service associates to develop tailored strategies to achieve their financial objectives. BCG Private Wealth Management, founded in 1994, serves wealthy families exclusively, including business owners, corporate executives, and beneficiaries of multi-generational wealth. The institution focuses on managing financial complexities exceptionally well, with a goal to help clients pursue their aspirations and address their most important financial concerns. With a commitment to transparency, ethics, and client confidentiality, Merrill Private Wealth Management aims to provide a powerful and personal experience for clients of substantial means, delivering personalized financial strategies and solutions. Through the combination of personalized attention and global financial insights, clients can work towards living their best financial life while receiving the latest investment insights and strategies. Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, and clients are encouraged to consult their own advisors before making financial decisions. With a focus on goals-based financial strategies and a dedication to serving clients' best interests, Merrill Private Wealth Management is committed to helping clients simplify their finances and plan for the future.

Merrill Lynch Private Wealth Advisor Michael L. Rogers, located at 620 South Tryon Street in Charlotte, North Carolina, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. The private wealth advisors at Merrill Private Wealth Management are highly trained to meet specialized needs with personalized service based on trust. With access to services and resources typically reserved for large institutions, clients receive a goals-based wealth management approach tailored to their individual needs. Founded in 1994 as BCG Private Wealth Management, the institution has served wealthy families exclusively for over twenty-five years. The partners at BCG Private Wealth Management work with individuals, families, business owners, and executives to manage their financial complexities exceptionally well. The institution focuses on helping clients pursue their goals, whether it's planning for future expenses, college education, business transactions, or generational wealth transfer.

Mercer Advisors Wealth Management, located at 201 South College Street in Charlotte, North Carolina, is a finance institution that offers a unique approach to wealth management. They believe in helping successful individuals transition from wealth builders to wealth enjoyers. With expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more, Mercer Advisors aims to oversee and connect all aspects of their clients' financial lives. By working with a talented wealth advisor, clients can ensure that all their financial needs are met. Please note that all investing involves risk and Mercer Advisors does not provide legal advice. Certified by the CFP Board and registered with the SEC, Mercer Advisors is dedicated to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor James D Henry is located at 13510 Ballantyne Corporate Place in Charlotte, North Carolina, United States. James D Henry is a CERTIFIED FINANCIAL PLANNER™ who is passionate about delivering excellent service to his clients. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. James follows a disciplined process that begins with getting to know his clients, their families, financial situations, and priorities. The team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. They offer personalized investment strategies tailored to each client's goals, risk tolerance, and time horizon. The institution provides a range of financial solutions and advice to help clients achieve their financial goals, whether it's saving for retirement, buying a home, or funding a child's education. The team at Merrill Lynch Wealth Management is dedicated to helping clients navigate the complexities of their financial lives and create customized investment approaches to address their needs and pursue their goals. James Henry is registered to do business in several states and holds certifications such as AAMS™ and CRPC™. Investing involves risk, and Merrill Lynch does not provide legal, tax, or accounting advice. Clients are encouraged to consult with their own advisors for such matters.

Bank of America Private Client Advisor Todd P Galeota is located at 620 South Tryon Street, Charlotte, North Carolina, United States. Todd Galeota, a Senior Vice President and Private Client Advisor at Bank of America Private Bank, works with a diverse range of clients to identify goals and needs, coordinate with local resources, and deliver national capabilities. His team provides guidance on investment management, wealth transfer, banking and credit needs, as well as trust and estate planning services. With a background in economics and an M.B.A. from West Virginia University, Todd is dedicated to building strong client relationships based on trust and personal experience. He is passionate about philanthropy and supports organizations that focus on children, education, food security, and safety. The team at Bank of America Private Bank is committed to creating strategies that meet clients' needs and goals now and in the future, drawing on the bank's personalized approach and resources to help individuals and families achieve their financial objectives. With a focus on innovation and disciplined financial strategies, Bank of America Private Bank strives to anticipate and respond to evolving markets and the complexities of the financial landscape. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their own advisors before making financial decisions.

Merrill Lynch Financial Advisor Brian J O'Regan is a finance institution located at 620 South Tryon Street in Charlotte, North Carolina, United States. Brawley O’Regan and Associates of Merrill Lynch Wealth Management was founded with the goal of providing the resources of a prestigious wealth management firm with the personal service of a boutique firm. Their experienced team takes a holistic approach to wealth management, assisting clients with every aspect of their financial lives. They emphasize a long-term approach to investing based on individual needs and goals. The institution offers personalized financial plans tailored to each client's unique situation, with a focus on helping them achieve their goals. Investment insights, tips, and strategies are provided to help clients make informed decisions. The institution is committed to building strong client relationships based on trust and personalized service. The team includes talented individuals dedicated to helping clients reach their financial goals. Consultations with Merrill Lynch Wealth Management Advisors can help clients navigate the complexities of their financial lives and develop customized investment strategies. The institution also offers access to comprehensive financial solutions from Bank of America. With a focus on understanding clients' priorities and financial situations, the team works to design approaches that meet their unique needs. Certified Financial Planner and Chartered Financial Analyst certifications ensure that clients receive expert advice and guidance. Clients are encouraged to consult with legal and tax advisors before making financial decisions. The team at Merrill Lynch Financial Advisor Brian J O'Regan is dedicated to helping clients achieve their financial goals and live their best financial lives.

Bank of America Private Client Advisor Casey M Smith is a finance institution located at 620 South Tryon Street, Charlotte, North Carolina, United States. Casey Smith, a Senior Vice President and Private Client Advisor, works closely with high-net-worth individuals and families to manage their wealth strategically. With a deep understanding of financial issues impacting various clients, including corporate executives, entrepreneurs, and professional athletes, Casey offers personalized attention and access to a wide range of resources within the Private Bank. He prioritizes each client's goals and values, tailoring his approach to their unique circumstances. Casey is skilled in effective communication and collaboration across the Bank of America enterprise, providing services such as investment management, estate planning, banking, and philanthropy. With a background in home financing, retail banking, and commercial banking, Casey joined the Private Bank in 2016. Committed to the community, Casey is involved in various organizations and leadership programs. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience, creating strategies to meet clients' needs and goals. With over 200 years of experience, Bank of America Private Bank helps clients navigate the complexities of managing significant wealth, offering personalized approaches and resources to achieve financial objectives. The institution values innovation and disciplined financial strategies to anticipate and respond to evolving markets. Clients can opt out of online behavioral advertising and consult legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services, such as credit solutions, banking, custody, or brokerage products/services.

Merrill Lynch Private Wealth Advisor Lisa Ray Premo, located at 620 South Tryon Street in Charlotte, North Carolina, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. With a focus on personalized service and trust, the private wealth advisors at Merrill Private Wealth Management are dedicated to meeting the specialized needs of individuals, families, business owners, and executives. Founded in 1994 as BCG Private Wealth Management, the institution has served wealthy families exclusively for over twenty-five years. The team of experienced partners and client service associates work within Merrill Private Wealth Management to provide a boutique-like experience with the resources of a global financial institution. By developing personalized strategies based on client goals, BCG Private Wealth Management aims to help clients manage, grow, and preserve their wealth for future generations.

A Special Needs Plan is a finance institution located at 101 North McDowell Street in Charlotte, North Carolina, United States. Our nationwide planning advisory firm was founded to assist families with special needs who may struggle with the daunting task of planning for the future care and financial well-being of their loved ones. We understand the complexities involved in coordinating legal and financial considerations, communication plans, tax strategies, and governmental benefits, which can often be overwhelming. Our expert team of experienced professionals is here to alleviate your frustrations and fears by providing personalized guidance and support. Whether you need assistance with estate planning, investment strategies, or securing government benefits, we are dedicated to helping you navigate the intricate world of special needs planning.

Elevate Your Business with McGrant Tax and Bookkeeping Services in Charlotte, NC. McGrant Tax & Bookkeeping is a professional accounting and finance institution located at 2340 North Graham Street in Charlotte, North Carolina, United States. With over two decades of experience, we specialize in helping small businesses and individuals achieve and maintain financial freedom by ensuring their records are legally compliant and error-free. We understand the importance of local businesses in our community and strive to provide accurate, detailed, and reliable tax and bookkeeping services tailored to the needs of Charlotte businesses. Our team of experts offers a personalized approach to help you reach your financial goals, whether you need assistance with tax preparation, payroll services, human resources, or notary services. At McGrant Tax & Bookkeeping, we are committed to helping our clients succeed and thrive financially, and we take pride in being a trusted resource for businesses and individuals in Charlotte and beyond. Contact us today to see how we can help you elevate your financial success.

Galletta Law Firm is a reputable institution located at 15720 Brixham Hill Avenue in Charlotte, North Carolina, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch assistance to our clients. Whether you need help with tax planning, financial consulting, or legal representation, Galletta Law Firm is here to support you every step of the way. Trust us to handle your financial and legal matters with expertise and care.

Hinson Faulk, P.A. is a full-service law firm located at 309 Post Office Drive in Indian Trail, North Carolina. Our dedicated legal team is committed to providing straightforward and effective legal guidance for individuals, families, and businesses in Union County and the Charlotte Metro Area. Our experienced real estate team offers comprehensive services for both residential and commercial real estate needs. We also provide expert guidance in business law, including business formation and dispute resolution.

Nosal & Jeter, LLP is a full-service law firm located at 18525 Statesville Road, Cornelius, North Carolina. Founded by attorneys Peter J. Nosal and Thomas C. Jeter III, our firm offers affordable solutions and personal care to protect your loved ones. With a focus on estate planning, business law, injuries and wrongful death, criminal defense, real estate, trust and estate litigation, and probate administration, we serve clients in both North Carolina and South Carolina state and federal courts. Our team takes a pragmatic and flexible approach to address each client's unique situation. With offices in Fort Mill, South Carolina and Cornelius, North Carolina, we serve clients in the Charlotte metro area and surrounding communities. Our attorneys have a strong reputation for success and are trusted advisors for legal issues. Contact us for a free initial consultation for estate planning services, including wills, trusts, and powers of attorney.

Martineau King PLLC is a veteran-owned premier boutique civil litigation defense firm located at 8701 Red Oak Boulevard in Charlotte, North Carolina. Our experienced legal advisors are dedicated to providing top-notch representation for businesses throughout the southeast. Whether you are an individual, small business, large corporation, or municipality, we offer personalized attention and expertise to meet your legal needs. At Martineau King PLLC, we are more than just litigators - we are your trusted advisors. We strive to build long-term partnerships with our clients and provide strategic guidance to navigate the complexities of the legal system. We understand that every case is unique, and we will carefully analyze your situation to determine the best course of action for you.

Brown & Associates, PLLC is a boutique law firm located in Charlotte, North Carolina, specializing in providing exceptional legal services to clients facing tough legal challenges. Our team of legal professionals is dedicated to understanding each client's personal and business goals, working tirelessly to achieve the best possible results at an economical cost. With experience in state and federal courts, including appellate courts and the highest courts in North Carolina, South Carolina, and the United States, we are prepared to tackle any legal issue head-on. At Brown & Associates, PLLC, we pride ourselves on our unique approach to problem-solving, always striving to exceed expectations and drive tangible results for our clients. Our unwavering dedication to our clients' interests sets us apart, as we understand the profound impact that legal matters can have on their lives. As trusted advisors, we not only deliver exceptional services but also build meaningful relationships with our clients, going above and beyond to support their success and well-being.

Conrad Trosch & Kemmy, P.A. is a highly respected law firm located at 301 South McDowell Street in Charlotte, North Carolina. With over fifty years of experience, our team of dedicated attorneys is committed to achieving justice for our clients with unwavering determination. Our firm prides itself on building strong relationships within the legal community and the Charlotte community as a whole. At Conrad Trosch & Kemmy, P.A., we uphold values of respect, integrity, accountability, compassion, courage, and guidance in all that we do. Our top-rated attorneys specialize in divorce, elder law, and civil litigation, working closely with each client to ensure fairness and dependability in every case. We are dedicated to providing exceptional communication and zealous advocacy to serve as trusted advisors to our clients.

The Terry Law Firm, PLLC, located at 2115 Rexford Road in Charlotte, North Carolina, is a full-service law firm dedicated to serving the Carolina markets. With decades of experience in residential real estate, they offer exceptional legal guidance for buyers and sellers in both North and South Carolina. The firm also provides a range of legal services for commercial real estate transactions, serving as a trusted advisor for lenders and businesses of all sizes. The Terry Law Firm, PLLC is committed to providing personalized service and peace of mind for individuals and families in estate planning, wills, and trusts. Whether fixing title issues or assisting with commercial loans, this firm is a strong and dedicated partner for all legal needs.

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.

North Carolina Estate Planning & Fiduciary Law is a prominent legal institution located at 5605 Carnegie Boulevard in Charlotte, North Carolina. Specializing in estate planning and fiduciary law, our team of experienced lawyers is dedicated to providing comprehensive and personalized legal services to clients in need of assistance with their estate planning needs. Whether you are looking to draft a will, establish a trust, or navigate the complexities of probate, our skilled attorneys are here to guide you through the process with professionalism and expertise. Trust North Carolina Estate Planning & Fiduciary Law to protect your assets and ensure your wishes are carried out according to your desires.

Chandler & Gibson, PLLC is a prestigious law firm located at 2901 Coltsgate Road in Charlotte, North Carolina. Our team of skilled attorneys specialize in a wide range of legal services, including personal injury law, family law, estate planning, and more. With a reputation for providing top-notch legal representation and personalized attention to each client, Chandler & Gibson, PLLC is dedicated to achieving the best possible outcomes for our clients. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Conrad Trosch & Kemmy, P.A. is a well-established law firm located at 5821 Fairview Road in Charlotte, North Carolina. With over fifty years of experience, our team of dedicated attorneys is committed to providing our clients with unwavering support in achieving their legal objectives. We have built a strong reputation in the community for our values of respect, integrity, accountability, compassion, courage, and guidance. Our top-rated attorneys specialize in divorce, elder law, civil litigation, estate planning, and various other legal areas. We believe in working closely with our clients through open communication to ensure fairness and dependability in every case. Our deep-rooted values serve as a guiding principle in all our interactions, and we pride ourselves on being a trusted advisor to each client.

Maloney Law & Associates is a reputable law firm located at 1824 East 7th Street in Charlotte, North Carolina. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are in need of representation for a personal injury case, family law matter, or criminal defense, our skilled attorneys are here to help. With a commitment to excellence and a track record of success, Maloney Law & Associates is the go-to law firm for individuals seeking reliable and effective legal representation in Charlotte and beyond.

McNaught & Clements Law is a reputable law firm located at 3430 Toringdon Way in Charlotte, North Carolina. Specializing in various areas of law, their team of experienced lawyers are dedicated to providing top-notch legal representation and personalized service to their clients. Whether you are in need of assistance with a personal injury case, family law matter, or criminal defense, McNaught & Clements Law is here to help. With a strong commitment to achieving the best possible outcome for their clients, this law firm is a trusted choice for legal representation in the Charlotte area.

Robbe Michael E is a prestigious law firm located at 3915 Oldfield Road in Charlotte, North Carolina. Specializing in various legal matters, the institution is known for its expertise and dedication in providing top-notch legal services to its clients. With a team of skilled lawyers, Robbe Michael E is committed to delivering personalized solutions and achieving favorable outcomes for their clients. Whether you are in need of legal representation for a personal injury case, criminal defense, or any other legal issue, Robbe Michael E is the trusted choice for individuals seeking professional and reliable legal assistance in the Charlotte area.

The Law Office of Marc T. Joyner, PLLC is a trusted legal institution located at 5513 Monroe Road in Charlotte, North Carolina. As a dedicated team of lawyers, we prioritize customer service and offer personalized consultations and appointments to best serve our clients. Specializing in serving Cumberland, Robeson, and surrounding counties, we provide effective and aggressive representation with a personal touch. No matter the legal issue at hand, you can trust that we are always on your side.

Wray Law Firm, PLLC is a respected legal institution located at 601 East 5th Street in Charlotte, North Carolina, United States. Specializing in a wide range of legal services, the firm is known for its dedication to providing personalized and effective legal solutions for its clients. With a team of experienced attorneys, Wray Law Firm, PLLC is committed to delivering high-quality representation and achieving positive outcomes for those in need of legal assistance. Whether you are facing a complex legal issue or seeking guidance on a legal matter, you can trust Wray Law Firm, PLLC to provide expert advice and advocacy.

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.

BB&T, located at 325 East Woodlawn Road in Charlotte, North Carolina, is a bank and financial institution offering a range of services to meet your banking needs. Whether you're looking for a loan, credit card, investment management, or insurance, BB&T has you covered. With affiliates such as Truist Bank, Truist Investment Services, and McGriff Insurance Services, you can trust that you're in good hands. Mortgage products and services are also available through Truist Bank, with professionals registered on the Nationwide Mortgage Licensing System & Registry. Tax and legal advice are not provided by BB&T, so it's important to consult with your own professionals. Truist Advisors from various specialty groups are available to assist you with your financial goals. While communications are primarily in English, translation services may be available for customers with Limited English Proficiency. Visit BB&T today to see how they can help you achieve your financial objectives.

Free Market Financial is a finance institution located at 16418 Doves Canyon Lane in Charlotte, North Carolina, United States. Our experienced team is dedicated to assessing your needs and creating a tailored financial plan designed specifically for you. Unlike sales representatives and registered representatives who work for Broker Dealers and Insurance Companies, we prioritize your financial interests above all else. As a Registered Investment Advisor, we are legally bound to uphold a fiduciary standard of care when working with you. Trust Free Market Financial to put your financial well-being first.

Merrill Lynch & Co Inc, located at 100 North Tryon Street in Charlotte, North Carolina, is a finance institution offering a wide range of investment solutions from Merrill and banking products from Bank of America. Stay informed with timely insights on market trends and the global economy to help you make informed decisions. Merrill provides personalized financial services through three different pathways tailored to your unique financial journey. Receive expert advice on inflation, interest rates, volatility, and investment strategies from the Chief Investment Office. Take a quick quiz to receive actionable next steps towards your long-term financial goals. Keep in mind that investing involves risk, and past performance does not guarantee future results. Consult with legal and tax advisors before making any financial decisions. Merrill offers brokerage, investment advisory, and other services, with important differences between them that should be understood before making a selection. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc, a licensed insurance agency. Trust, fiduciary, and investment management services are provided by Bank of America, N.A. Banking products are provided by Bank of America, N.A. and affiliated banks. Return to Merrill for all your financial needs.