Team

Wealth management is intricate; and therefore, requires a multifaceted approach. Understanding that no two clients have the same current life circumstances, we hand-crafted a team of professionals who are equipped with the knowledge and expertise to connect with our clients on an emotional level and help them map out and meet their financial needs.

 

Bob Rauf , CLU®, ChFC®

Wealth Management Advisor

Office 919-755-3201

bob.rauf@nm.com

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Jason Garey , CFP®, ChFC®

Financial Advisor

Office 919-755-3201

jason.garey@nm.com

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Debbie Kenny

Director of Insurance Services

Office 919-755-3201

debbie.kenny@nm.com

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Andrew MacDougall , CFP®

Associate Wealth Management Advisor

Office 919-755-3201

andrew.macdougall@nm.com

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Meredith Sparrow

Director of Marketing and Communications

Office 919-755-3201

meredith.t.sparrow@nm.com

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