Charlotte, NC

 
4064 Colony Road
2 Morrocroft Centre, Ste. 100
Charlotte,  NC  28211

Contact Numbers
Phone:(704) 367-9700
Toll Free:(800) 567-8044
Fax:(704) 367-9778

 

Financial Advisors

James Croom III
First Vice President / Private Client Group
Financial Advisor
Jonathan Ganzert
Vice President / Private Client Group
Financial Advisor
Matthew Kalajian
Assistant Vice President / Private Client Group
Financial Advisor
Website
Andrew Kistler
Senior Vice President / Private Client Group
Southeast Regional Manager
Chad Kupreanik
First Vice President / Private Client Group
Financial Advisor
Website
Christopher Mahoney
Executive Vice President / Private Client Group
Financial Advisor
Carol Mansour-Ezzell
Vice President / Private Client Group
Financial Advisor
Stuart Singer
Senior Vice President / Private Client Group
Branch Office Manager
Website
 
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