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Charlotte, NCEmployees
9
Job Titles
8
Description
None available.
Popular Employees
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Bill Trahan
Vice President & CFP
Dennis Adams
Supervisory Principal
Christine Neese
Client Relationship Manager
Patrick Bobbins
Trading & Portfolio Manager
Marianne Potter
Client Relationship Manager
Kristopher Carroll, CFA, CFP
Chief Investment Officer
Ruth H. Todd
Branch Manager
Carl Brooks, CFP
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