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


Mobile 919-349-5221


Email

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Jason Garey , CFP®, ChFC®

Wealth Management Advisor

Mobile 919-985-1023


Email

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Kelly Parker , CLU®

Financial Advisor

Mobile 919-795-0218


Email

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Logan M. Beck

Associate Financial Representative

Office 919-755-3201 ext. 1137


Email

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Melissa Ferrell

Client Service Representative

Office 919-755-3201


Email

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Caitlin Hunnicutt

Director of Marketing and Business Operations

Office 919-755-3201 ext. 1134


Email

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Debbie Kenny

Director of Insurance Services

Office 919-755-3201


Mobile 919-724-3981


Email

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Liz Merritt

Associate Financial Representative

Office 919-755-3201 ext. 3445


Email

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Becca Nobles , CLF®, MBA

Associate Wealth Management Advisor

Office 919-890-8721


Email

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Brian Rauf

Associate Wealth Management Advisor

Office 919-755-3201


Email

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