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.

Search results for:

Location: Raleigh

Clear All Filters

Joe Young

Joseph Young, CFP®, MBA, MSF, CRPC®

Managing Director

Durham, McLean, Richmond, Raleigh, Roanoke

Frances Hymiller, CFP®

Wealth Advisor

Joe Kiely

Joe Kiely, PhD

Sr. Wealth Advisor

Asheville, Charlotte, Durham, Raleigh

Scott Below

Wealth Advisor

Asheville, Charlotte, Durham, Raleigh

Merrick Estes

G. Merrick Estes, Jr.

Sr. Vice President

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

Amy Boyd, CFP®

Sr. Financial Planner

Dani Prorok - Estate Planning Service Specialist

Dani Prorok

Estate Planning Service Specialist

Brownie Cordell

Brownie Cordell

Client Service Manager

Asheville, Charlotte, Durham, Raleigh

Katie Miceli

Director of Operations

Asheville, Charlotte, Durham, Raleigh

Andréa-Royster

Andrea Royster

Retirement Plan Specialist

Ready to get started?

Explore More

A man riding in a classic car he just invested in!

Insights

Investing in Classic Cars: A Passion That Can Pay Off

October 30, 2025

Insights

A Trust vs. A Will: Which One Is Right For You?

October 29, 2025

Insights

Your Guide to Making the Most of Workplace Benefits

October 28, 2025

Continue Browsing