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: Raleigh

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Frances Hymiller, CFP®

Wealth Advisor

Joe Kiely

Joe Kiely, PhD

Sr. Wealth Advisor

Asheville, Charlotte, Durham, Raleigh

Matthew Williams

Wealth Advisor

Scott Below

Wealth Advisor

Asheville, Charlotte, Durham, Raleigh

Tracey Turko, CFP^®, AEP

Partner

Livonia, Charlotte, Raleigh, Asheville

Brownie Cordell

Brownie Cordell

Client Service Manager

Asheville, Charlotte, Durham, Raleigh

Katie Miceli

Relationship Manager

Asheville, Charlotte, Durham, Raleigh

Merrick Estes

G. Merrick Estes, Jr.

Managing Partner

Atlanta, Asheville, Charlotte, Raleigh, Durham, Franklin, Gallatin

Adam Deskins

Adam Deskins, CFP®, ChFC®

Regional Vice President

Amy Boyd, CFP®

Sr. Financial Planner

Andréa-Royster

Andrea Royster

Retirement Plan Specialist

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