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350 results for Financial Advisory in Charlotte, NC

• Stephen Kates, CFP®

  Providing services: Business Consulting, Marketing Consulting, Financial Advisory, Financial Planning, Public Relations, Public Speaking, Writing, Corporate Training, Strategic Planning, Educational Consulting

  Charlotte, NC

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  5.0 (1 review) Overall rating of 5 based on 1 review

  Pat Doyle · September 2022

  Stephen came in and spoke to my company about consumer lending and financial planning. He is very knowledgeable and did a great job going deep on the topic, while still explaining everything in ways that were easy to understand. His blend of financial planning and digital marketing expertise made him uniquely suited to help us improve the value for consumers from the financial services portion of our site. I highly recommend Stephen if you need complex financial topics explained in simple terms.

• Amber Neely

  Providing services: Life Insurance, Health Insurance, Financial Advisory, Financial Consulting

  Charlotte, NC

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  Summary: I am a financial advisor that has earned a life, health, and Medicare supplement/long term care insurance state licenses. An educator with 5 years experience in teaching Marketing, as well as head coaching women's basketball. An Alumni of Wingate University with a Masters degree in Sport Management, and a Bachelors degree in Human Services.

• Paul Constantino

  Providing services: Financial Advisory, Financial Consulting, Application Development, Business Analytics, Cloud Management

  Charlotte, NC

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  Summary: Senior FinTech professional with deep experience in financial markets trading, risk, and associated technologies.

• Joe Donlevy

  Providing services: Commercial Real Estate, Commercial Lending, Financial Advisory, Loans

  Charlotte, NC

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  Summary: I have been working in the Financial Services Industry for over 24 years. I arrange financing for business owners and commercial real estate investors. My clients benefit from my extensive background in originating, analyzing, pricing, and approving $1B+ in commercial loans. I was Honorably Discharged from the USMC-Reserves and then completed the prestigious Management Development Program at BB&T (Truist). I became a top-performing Commercial Banker at Bank of America and Wells Fargo. Because of my success in originating commercial loans for my clients, I was selected to lead a team of Commercial Bankers, which became one of the leading banking teams in the company. Subsequently, I was promoted to Manager and SVP of the Southeast Commercial Real Estate Team for Wells Fargo, the largest Commercial Real Estate Lender in the country. My team served professional real estate investors with debt requests from $2MM to $20MM in retail, industrial, multifamily, self-storage, office, and special-use income-producing properties. Before starting my own advisory firm, I was an Executive VP for Iberiabank (First Horizon), a $100B bank in assets. I led a denovo market expansion as Charlotte Market President and Commercial Banking Leader until its merger of equals. In addition to sourcing financing, I have served as an Expert Witness in Commercial Lending in State and Federal Cases for Prosecution and Defense. I have presented to various groups of business owners and commercial real estate investors, including Vistage, Wake Forest Center for Entrepreneurship, and CEO Focus, as well as others. Topics of discussion included commercial lending qualifications and sources of capital. Charlotte is my home. In my free time, I enjoy volunteering and supporting community organizations. I also enjoy international travel and had the pleasure of visiting over 30 countries.

• Eric Hewitt

  Providing services: Real Estate, Educational Consulting, Business Consulting, Environmental Consulting, Management Consulting, Pricing Strategy, Financial Advisory, Financial Analysis, Change Management

  Charlotte, NC

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  Summary: I am a multi-faceted professional with strong financial expertise incorporating sustainability and modern ecological economic theory. A high-performing individual, I maintain a respect towards compliance, strategic consulting, a passion for justice, and a humanitarian focus as shown through my military, professional, and educational experiences. I have intellectual curiosity, and enjoy solving complex problems in high-pace environments, leading teams, project or program management, strategy, mentoring, research, real estate, entrepreneurship, data analysis, litigation, critical thinking, valuations, sustainability, and investing in the markets. During my down time I play chess, learn something new, hit some tennis balls, fiddle with amateur astronomy, and travel. Inquiries: erichewitt@alumni.harvard.edu Technical skills: Python, CSS, SQL, HTML, financial modeling in Excel, R, Tableau, certified in Project/Program management, legal analysis, certified in Agile/Scrum, data analysis, statistical analysis, certified in Six Sigma

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• Tiara Fuller

  Providing services: Customer Service, Customer Support, Leadership Development, Financial Advisory, Brand Consulting, Financial Consulting, Business Consulting, Career Development Coaching, Change Management, Corporate Training

  Charlotte, NC

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  Summary: I was born and raised in Newberry, SC. Later moved to Rock Hill where I graduated from Rock Hill High School in 2013 and attended some college at York Tech. Currently living in Charlotte, NC I’m into nature, I love being outside. My hobbies are finding more natural supplement for the human bodies, reading and spending time with my family. Currently I’m working for T-Mobile Business/Government as a supervisor Experience with systems below Outlook Excel Salesforce Samson Credit card update tool Altas Grand Central Core Account hub Word Boss Dash

• Kelly L.

  Providing services: Wealth Management, Retirement Planning, Small Business Insurance, Life Insurance, Financial Advisory, Mortgage Lending, Financial Consulting, Financial Planning, Business Consulting, Commercial Lending

  Charlotte Metro

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  Summary: As a Private Wealth Mgr, I oversee and manage the financial affairs for professionals in the finance, technology, real estate, healthcare, and entrepreneurial fields. Many of my clients are growing families, women, retirees, executives, and entrepreneurs in 15 states. My practice provides a hands on relationship, sound guidance, and customized strategies using a team based approach with clients and their outside trusted advisors. My team and I focus on offering an unbiased, comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. We provide access to proprietary investment insights and the financing convenience through our partners at Charles Schwab, LPL Financial, Citigroup Private Bank, Vanguard, Interactive Brokers, & Rocket Mortgage to help address the various investing and lending aspects of our clients’ financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals. Connect with me and see how we could be of help to your future! Kelly Lawrence, Sr. Private Wealth Mgr 704.370.9251 - local klawrence@noblebridgewealth.com Book me on your calendar:: https://calendly.com/klawrence-7/15min 866.798.0354 ext 5012 www.nbwm-carolinas.com

• Steven Lewis

  Providing services: Financial Advisory, Financial Planning, Wealth Management, Business Consulting, Financial Consulting, Management Consulting, Non-profit Consulting

  Charlotte, NC

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  Summary: 🌟 Experienced Entrepreneur and Business Senior Manager | COO at Cellular Farms With over two decades of expertise in launching, scaling, and managing businesses across diverse sectors, I am a seasoned entrepreneur and financial services industry leader. Currently, I hold the role of Chief Operating Officer at Cellular Farms, a groundbreaking biotech company focused on cultivating nutrients from sprouts, shoots, and microgreens. 🚀 Professional Highlights: In my capacity as COO at Cellular Farms, I lead the company's operations, define strategic initiatives, and manage financial endeavors. My collaborative efforts with the CEO and the board are integral to driving growth and fostering innovation within the organization. 🌱 Mission: Passionate about transformative growth and sustainable solutions, I am dedicated to pioneering advancements in biotechnology that contribute to healthier, more sustainable living. Food is Medicine and we are a part of that movement. 🌐 Connect: I welcome connections with fellow professionals, entrepreneurs, and industry enthusiasts. Let's connect if you share an interest in innovation, business scalability, and the exciting developments within the biotech sector.

• Amaury Deleon

  Providing services: Accounting, Retirement Planning, Wealth Management, Customer Service, Technical Support, Financial Accounting, Customer Support, Virtual Assistance, Financial Advisory, Loans

  Charlotte, NC

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• Benjamin Powell

  Providing services: Financial Advisory, Financial Reporting

  Charlotte, NC

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  Summary: Multitalented professional with hands-on experience leading high-performing teams, enhancing work productivity by integrating proven best practices across key functional areas. Broad background in product delivery and installation, customer needs assessment, and inventory management, Dataweave and Tableau business intelligence software proficiency skills. Innate leader with a history of spearheading 5 crew members on high-worth construction projects and providing strategic and technical direction to achieve defined goals.