Charlotte, NC
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Updating Financial Advisors
Brian E. Cone is responsible for client development and marketing to third party distributors of the MetWest and TCW mutual funds managed by the Fixed Income group. Cone joined TCW... show more
Specialties: Asset Management
As managing partner of JHG Financial, with over 20 years in the financial services industry, Jud brings extensive knowledge and in-depth understanding of clients’ needs to his financial planning practice.... show more
Specialties: Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
James Tracy Stines has 35 years of investment industry experience. He grew up in Blowing Rock, NC and graduated from Watauga High. He began his career with Merrill Lynch in... show more
Specialties: Annuities‚ Asset Management‚ Comprehensive Financial Planning‚ Estate Planning‚ Long-Term Care‚ Retirement Planning
Ed Imbrogno is a Managing Director with Fidus Partners. Mr. Imbrogno has more than 30 years of investment banking experience focused on merger and acquisition and corporate finance transactions. He... show more
Specialties: Asset Management
James Walker is a financial advisor with Northwestern Mutual Trust Company. James Walker operates out of Milwaukee, WI.
Scott Blanchard is licensed as a financial advisor and is based out of Charlotte, NC. Blanchard works for Wells Fargo Advisors and has successfully completed the Series 7, 9, 10,... show more
Specialties: Asset Management‚ Comprehensive Financial Planning‚ Estate Planning‚ Life Insurance‚ Retirement Planning‚ Tax Planning
John Walter Hackney is licensed as a financial advisor and is based out of Houston, TX. Hackney is Managing Director at Wells Fargo Securities (Energy & Power Investment Banking) and... show more
Richard Morrow is a financial advisor with Wells Fargo Advisors, LLC primarily works with Individuals, High Net Worth Individuals. Richard Morrow operates out of Charlotte, NC.
Justin Baute is licensed as a financial advisor and is based out of Charlotte, NC. Baute works for Fidelity Brokerage Services LLC and has successfully completed the Series 7, 63... show more
Specialties: Annuities‚ Asset Management‚ Charitable Giving‚ Comprehensive Financial Planning‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
Stephen Dockery is a Managing Director with Fidus Partners. Dockery has more than 25 years of investment banking experience focused on merger and acquisition and corporate finance transactions. He has... show more
Specialties: Asset Management