Charlotte, NC

Advisors

Our experienced team of financial advisors is dedicated to helping you steward your wealth with wisdom, integrity, and purpose.

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Advisors
Private Wealth

Susan S. Alexander

Sr. Financial Advisor, Partner

CFP®
CKA®
CWS®
Charlotte, NC
Susan S. Alexander
Charlotte, NC
Private Wealth
Senior Advisor
Advisors
Private Wealth

Michael Cranford

Sr. Private Wealth Advisor, Sr. Partner

CAP®
CFP®
CWS®
Charlotte, NC
Michael Cranford
Charlotte, NC
Private Wealth
Senior Advisor
Advisors
Private Wealth

Andrew Dwelley

Private Wealth Advisor, Partner

CFP®
CKA®
Charlotte, NC
Andrew Dwelley
Charlotte, NC
Private Wealth
Advisor
Advisors
Private Wealth

Jonah Giller

Private Wealth Advisor

CFP®
CKA®
ChSNC®
Charlotte, NC
Jonah Giller
Charlotte, NC
Private Wealth
Advisor
Advisors
Private Wealth

Dan Grover

Sr. Private Wealth Advisor, Partner

CFP®
CKA®
CPA/PFS
CWS®
Charlotte, NC
Dan Grover
Charlotte, NC
Private Wealth
Senior Advisor
Advisors
Private Wealth

Roger W. Gum

Managing Director, Sr. Partner

CFP®
CRPC®
Charlotte, NC
Roger W. Gum
Charlotte, NC
Private Wealth
Senior Advisor
Managing Directors
Private Wealth

Josh Hall

Private Wealth Advisor

CFP®
CKA®
Charlotte, NC
Josh Hall
Charlotte, NC
Private Wealth
Advisor
Advisors
Private Wealth

Johnathan Hargette

Private Wealth Advisor, Partner

CFP®
CWS®
Charlotte, NC
Johnathan Hargette
Charlotte, NC
Private Wealth
Advisor
Advisors
Private Wealth

Kyle Hofmann

Private Wealth Advisor

CFP®
CKA®
Charlotte, NC
Kyle Hofmann
Charlotte, NC
Private Wealth
Advisor
Advisors
Private Wealth

Sean Mackey

Private Wealth Advisor

CFP®
Charlotte, NC
Sean Mackey
Charlotte, NC
Private Wealth
Advisor
Advisors
Everyday Steward

Josiah Phillips

Financial Advisor

CFP®
CKA®
MBA
Charlotte, NC
Josiah Phillips
Charlotte, NC
Everyday Steward
Advisor
Advisors
Private Wealth

Hunter Pugh

Sr. Private Wealth Advisor, Partner

CFP®
CKA®
CWS®
Charlotte, NC
Hunter Pugh
Charlotte, NC
Private Wealth
Senior Advisor
Advisors
Private Wealth

Brett Ryan

Private Wealth Advisor

CFP®
CWS®
Charlotte, NC
Brett Ryan
Charlotte, NC
Private Wealth
Advisor
Advisors
Private Wealth

Sherry K. Teat

Sr. Private Wealth Advisor, Partner

CFP®
CPA/PFS
CWS®
Charlotte, NC
Sherry K. Teat
Charlotte, NC
Private Wealth
Senior Advisor
Advisors
Private Wealth

Susan S. Alexander

Sr. Financial Advisor, Partner

CFP®
CKA®
CWS®
Charlotte, NC
Susan S. Alexander
Charlotte, NC
Private Wealth
Senior Advisor
Advisors
Private Wealth

Michael Cranford

Sr. Private Wealth Advisor, Sr. Partner

CAP®
CFP®
CWS®
Charlotte, NC
Michael Cranford
Charlotte, NC
Private Wealth
Senior Advisor
Advisors
Private Wealth

Dan Grover

Sr. Private Wealth Advisor, Partner

CFP®
CKA®
CPA/PFS
CWS®
Charlotte, NC
Dan Grover
Charlotte, NC
Private Wealth
Senior Advisor
Advisors
Private Wealth

Roger W. Gum

Managing Director, Sr. Partner

CFP®
CRPC®
Charlotte, NC
Roger W. Gum
Charlotte, NC
Private Wealth
Senior Advisor
Managing Directors
Private Wealth

Hunter Pugh

Sr. Private Wealth Advisor, Partner

CFP®
CKA®
CWS®
Charlotte, NC
Hunter Pugh
Charlotte, NC
Private Wealth
Senior Advisor
Advisors
Private Wealth

Sherry K. Teat

Sr. Private Wealth Advisor, Partner

CFP®
CPA/PFS
CWS®
Charlotte, NC
Sherry K. Teat
Charlotte, NC
Private Wealth
Senior Advisor
Advisors
Private Wealth

Andrew Dwelley

Private Wealth Advisor, Partner

CFP®
CKA®
Charlotte, NC
Andrew Dwelley
Charlotte, NC
Private Wealth
Advisor
Advisors
Private Wealth

Jonah Giller

Private Wealth Advisor

CFP®
CKA®
ChSNC®
Charlotte, NC
Jonah Giller
Charlotte, NC
Private Wealth
Advisor
Advisors
Private Wealth

Josh Hall

Private Wealth Advisor

CFP®
CKA®
Charlotte, NC
Josh Hall
Charlotte, NC
Private Wealth
Advisor
Advisors
Private Wealth

Johnathan Hargette

Private Wealth Advisor, Partner

CFP®
CWS®
Charlotte, NC
Johnathan Hargette
Charlotte, NC
Private Wealth
Advisor
Advisors
Private Wealth

Kyle Hofmann

Private Wealth Advisor

CFP®
CKA®
Charlotte, NC
Kyle Hofmann
Charlotte, NC
Private Wealth
Advisor
Advisors
Private Wealth

Sean Mackey

Private Wealth Advisor

CFP®
Charlotte, NC
Sean Mackey
Charlotte, NC
Private Wealth
Advisor
Advisors
Everyday Steward

Josiah Phillips

Financial Advisor

CFP®
CKA®
MBA
Charlotte, NC
Josiah Phillips
Charlotte, NC
Everyday Steward
Advisor
Advisors
Private Wealth

Brett Ryan

Private Wealth Advisor

CFP®
CWS®
Charlotte, NC
Brett Ryan
Charlotte, NC
Private Wealth
Advisor
Advisors