Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Charlotte

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Alex Miles

Alex Miles

Partner

Brian Smyth

Brian Smyth

Wealth Advisor

Hanna Yesuf

Wealth Advisor

HK Hallett

HK Hallett

Sr. Wealth Advisor

Joe Kiely

Joe Kiely, PhD

Sr. Wealth Advisor

Asheville, Charlotte, Durham, Raleigh

Nicole Brandon

Nicole Brandon

Sr. Wealth Advisor

Pam Postma - Sr. Wealth Advisor

Pamela Postma, CFP®, MBA

Sr. Wealth Advisor

Scott Below

Wealth Advisor

Asheville, Charlotte, Durham, Raleigh

Merrick Estes

G. Merrick Estes, Jr.

Managing Partner

Atlanta, Asheville, Charlotte, Raleigh, Durham, Boca Raton, Orlando, Jacksonville, Sarasota, Tampa, Franklin, Gallatin, Naples

Jonathan Wilson, CFP®, EA

Sr. Wealth Advisor

Brownie Cordell

Brownie Cordell

Client Service Manager

Asheville, Charlotte, Durham, Raleigh

Ginny Starnes - Manager, Client Service

Ginny Starnes

Manager, Client Service

Katie Miceli

Director of Operations

Asheville, Charlotte, Durham, Raleigh

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