Investment Advisory Service in Charlotte, NC

I had to do a lot of estate planning and their services were great. I just called and explained what I needed to do and they set me up with a financial planner who genuinely…

From Business: Chris has over three decades of banking experience and joined TowneBank in 2021 as the Myers Park Branch Manager. In this role, Chris works with local, small…

From Business: Mike is a commercial banker who specializes in working with Commercial Real Estate businesses as well as Commercial and Industrial businesses. He strives to help…

From Business: Alice Joyce has more than 20 years of experience in the banking industry. She is dedicated to helping individuals and business owners achieve their financial…

From Business: Marty has over 35 years of industry experience and is responsible for indirect auto sales activity in the Charlotte area. He partners with all levels of…

From Business: Andrea joined TowneBank in 2017 and has over 17 years of banking industry experience. As a Commercial Banking Officer, Andrea offers funding solutions, treasury…

From Business: Dana offers over half a decade worth of banking experience and is responsible for helping bankers identify merchant services needs and provide the best possible…

From Business: Salley is responsible for calling on high net worth individuals and providing high quality service. Salley takes great care with regards to her members’ checking…

From Business: Melanie has been in the banking industry for over 20 years, beginning her career as a Branch Manager. As a Private Banking Officer, Melanie is responsible for…

From Business: Jim joined TowneBank in 2020 and has more than 15 years of experience in the financial services industry. With 13 of those years in Treasury Services, Jim works…

From Business: Charles develops and manages a diversified commercial and private banking and loan portfolio. He has almost four decades of financial banking experience and…

From Business: John is a commercial banker who assists companies throughout the greater Charlotte area with their lending and cash management needs. John has more than 2…

From Business: With over 35 years of financial industry experience, John offers an impressive repertoire with a personable touch. John specializes in commercial real estate…

From Business: Warren joined TowneBank in 2013 and has over 35 years of financial industry experience. With his industry knowledge, Warren fosters and grows friendship-based…

From Business: With over 30 years of financial industry experience, including nearly two decades of commercial and corporate banking in the Charlotte market, Ted serves as…

From Business: Bobby joined TowneBank in 2018 and has over seven years of experience in the financial industry. As a commercial banking officer, his main responsibility is to…

From Business: With over 20 years of financial industry experience, Soumaya leads her team to develop, retain and grow long-term personal and business relationships with our…

From Business: Will specializes in working with companies that are in the manufacturing, wholesale, professional services, and distribution sectors. He believes that maximizing…

From Business: Griffin has over 25 years of financial industry experience and serves as a Private Banker at our SouthPark location in Charlotte, North Carolina. His main focus…

From Business: Ben is the market executive for the Ballantyne Financial Center and maintains a portfolio of commercial members with varying credit and deposit needs. He also…

From Business: Josh uses his 18 years of financial industry know-how to provide a full range of commercial business services with a mission to serve others and enrich lives. He…

From Business: Ana creates an integrated approach to ensure her members' entire financial plan is coordinated to meet their objectives and expectations through TowneBank's…

From Business: As branch manager, Victoria leads her team to provide our members with exquisite, friendship-driven banking experiences. In addition, she supports small…

From Business: With more than 20 years of financial industry experience, Fiorella serves as a private banking officer. She provides personalized assistance and guidance for…

From Business: At Flagstar, the success with our customers starts with our people. The expertise and personal dedication of our team are the factors that allow us to excel.…

From Business: Welcome to Merrill Lynch in Charlotte, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance…

From Business: Welcome to Merrill Lynch in Charlotte, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance…

From Business: Welcome to Merrill Lynch in Charlotte, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance…

From Business: Welcome to Merrill Lynch in Charlotte, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance…