Chapel Hill, NC
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Updating Financial Advisors
Edward B Secrest is a financial advisor with Lpl Financial LLC, which primarily works with Individuals and High Net Worth Individuals. Edward Secrest operates out of Durham, NC.
George is a co-founder and managing partner of our firm. His primary focus is comprehensive financial planning for high-net-worth individuals and families. Clients appreciate George’s honest nature and tenacity to... show more
Specialties: Asset Management‚ Charitable Giving‚ Comprehensive Financial Planning‚ Estate Planning‚ Retirement Planning‚ Tax Planning
Marc Becker is a financial advisor with Triad Advisors, Inc. primarily works with Individuals, High Net Worth Individuals. Marc Becker operates out of Durham, NC.
Joe is a co-founder and managing partner of our firm, providing clients with comprehensive financial solutions for over 20 years. He specializes in high-net-worth wealth management, advanced planning, and retirement... show more
Specialties: Asset Management‚ Charitable Giving‚ Comprehensive Financial Planning‚ Estate Planning‚ Retirement Planning‚ Tax Planning
Christopher T Hostetler is a financial advisor with Ameriprise Financial Services, Inc., which primarily works with Individuals and High Net Worth Individuals. Christopher Hostetler operates out of Chapel Hill, NC.
Michelle Disney is a financial advisor with Wells Fargo Advisors, LLC primarily works with Individuals, High Net Worth Individuals. Michelle Disney operates out of Durham, NC.
Norris Cotton is a financial advisor with Morgan Stanley Smith Barney LLC primarily works with Individuals, High Net Worth Individuals. Norris Cotton operates out of Durham, NC.
Michael Sharples is a financial advisor with Lpl Financial LLC primarily works with Individuals, High Net Worth Individuals. Michael Sharples operates out of Durham, NC.
Specialties: Estate Planning‚ Retirement Planning‚ Tax Planning
James Chetwood Iii is a financial advisor with Wells Fargo Advisors, LLC primarily works with Individuals, High Net Worth Individuals. James Chetwood Iii operates out of Durham, NC.
Chadwick D Virgil is a financial advisor with Edward Jones, which primarily works with Individuals and High Net Worth Individuals. Chadwick Virgil operates out of Pittsboro, NC.
Specialties: Asset Management‚ Charitable Giving‚ College Planning‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Long-Term Care‚ Retirement Planning
