Charlotte, NC
6115 Park S Dr Suite 200,
Charlotte, NC 28210
Monday-Friday: 8:30am – 4pm
Saturday-Sunday: By Appointment
Phone: 704-552-8507
Fax: 704-554-6073
Sarah Hampton
Brokerage Manager / DI Specialist
Becky Thompson
Head of Talent Acquisition
Misty Petrosino
Financial Advisor
James M. Matthews, CFP®, RICP®
Financial Advisor | Director of Wealth Management
William McClanahan, CFP®
Investment Advisor Representative
