Find an Advisor | Consolidated Planning

CLIENT LOGIN ADVISOR LOGIN

Facebook
LinkedIn

Who We Serve
- Business Owners
- Individuals and Families
Who We Are
Find an Advisor
Careers
Resources
Contact Us
More results…

Facebook
LinkedIn

Location

All

Georgia

Atlanta

Sylvania

North Carolina

Charlotte

Concord

Cornelius

Greensboro

Hendersonville

Raleigh

Sanford

Winston-Salem

South Carolina

Bluffton

Clemson

Columbia

Greenville

Greer

Landrum

Mount Pleasant

Summerville

Virginia

Richmond

Specialty

All

Athletes/Entertainers

Business Owners

Divorce

Families

Individuals

Medical Professionals

Dentists

Pharmacists

Physical Therapists

Residents

Service

All

Business Planning

Fee-Based Planning

Investment Management

Risk Management

Disability Insurance

Life Insurance

Long Term Care

Credentials

All

Certified Divorce Financial Analyst®

Certified Exit Planner™

Certified Financial Planner®

Certified Long-Term Care®

Chartered Financial Consultant®

Chartered Life Underwriter®

Chartered Mutual Fund Counselor®

Chartered Retirement Plans Specialist®

Life Underwriter Training Council Fellow®

Registered Health Underwriter®

Retirement Income Certified Professional®

Adam Whicker

Financial Advisor

Meet Adam

Alfred Pinckney

Meet Alfred

Andy Brincefield CLU®, ChFC®, CFP®, RICP®, CExP™

President and CEO

Meet Andy

Andy Harris

Financial Advisor

Meet Andy

Antonio Jenkins

Financial Advisor

Ashaundá Davis

Financial Representative

Ashby Ware ChFC®, CLU®, CExP™, RICP®

Financial Advisor | Director of Business Development

Meet Ashby

Ashok Tapadia

Financial Advisor

Meet Ashok

Bart Ellis

Financial Advisor

Meet Bart

Ben Decker

Financial Advisor

Meet Ben

Bo Cauble

Financial Advisor

Meet Bo

Bob Holmes CLU, ChFC, RHU, CLTC, RICP

Financial Advisor

Meet Bob

Brad Pemberton CMFC, CLU, ChFC, RICP, CExP

Financial Advisor

Meet Brad

Brandon Wilson

Financial Advisor

Charles Stegall

Financial Advisor

Chris Long CFP®, CLU®, ChFC®, CLTC

Financial Advisor

Meet Chris

Courtenay Miller

Financial Advisor

Dan Mullane

Financial Advisor

Meet Dan

Daniel J. Andreotta

Financial Representative

Meet Daniel

Dave Taylor

Financial Advisor

Meet Dave

David Satterwhite

Financial Advisor

Meet David

Dennis Myers

Financial Advisor

Meet Dennis

Derrick Hector

Financial Representative

Drew Davenport

Financial Advisor

Meet Drew

Eric Smith

Financial Representative

Meet Eric

Frances Simon

Financial Advisor

Frank Hill

Financial Representative

Meet Frank

Gena Meredith

Financial Advisor

Meet Gena

Genie Theimer CLU® , ChFC®, RICP®

Financial Advisor

Meet Genie

Geoff Gardner

Financial Advisor

Meet Geoff

Greg Current

Financial Advisor

Meet Greg

Gregg Helman CFP®, CLU®

Financial Advisor

Meet Gregg

James M. Matthews CFP® , RICP®

Financial Advisor | Director of Wealth Management

Meet James

Jason Korzan

Financial Advisor

Meet Jason

Jeff Howard

Financial Advisor

Meet Jeff

Jeff Malone

Financial Representative

Meet Jeff

Jeff Smith

Financial Advisor

Meet Jeff

Jenny Daley

Financial Advisor

Meet Jenny

Jim Williams

Financial Advisor

Meet Jim

Jimmy A. Lewis

Financial Advisor

Meet Jimmy

Joe Pagani

Financial Advisor

Meet Joe

Joel Gardner

Financial Advisor

Meet Joel

John Callaway

Financial Advisor

Meet John

John Rosser CLU®, RICP®, CEXP™

Financial Advisor

Meet John

Keith Taylor ChFC®, CLU®, RICP®

Financial Advisor

Meet Keith

Kelley Hughes CDFA®

Financial Advisor

Meet Kelley

Lang MacBain

Financial Representative

Meet Lang

Larry Faulkner

Financial Representative

Meet Larry

Leroy Pinckney

Financial Representative

Meet Leroy

Lisa Hund MBA, ChFC, CExP

Financial Advisor

Meet Lisa

Luke Gawronski

Financial Advisor

Meet Luke

Mark Hopper

Financial Representative

Meet Mark

Michael A. Thompson CLU

Financial Advisor

Michael Acosta CFP®

Financial Advisor

Michael Cousar

Disability Income Specialist

Michael Harris RICP®, CExP™

Chief Operating Officer

Michael Watts

Financial Advisor

Misty Petrosino

Director of Marketing and Systems - Advisors

Meet Misty

Neal C. Brincefield RICP®, CLU®, ChFC®, CExP™

Financial Advisor

Meet Neal

Neal Patel

Insurance Brokerage Specialist

Meet Neal

Nick Shiver

Financial Professional

Meet Nick

Nicole Pilo

Financial Advisor

Meet Nicole

Paul Dowd

Financial Advisor

Meet Paul

Paul Goldstein MBA

Financial Representative

Meet Paul

Rick Burger CPA

Financial Advisor

Meet Rick

RJ Swindle

Financial Advisor

Meet RJ

Rob Armstrong

Financial Advisor

Meet Rob

Roger Mills

Financial Advisor

Meet Roger

Sam Renken

Financial Advisor | Managing Director

Meet Sam

Sandi Vizner

Financial Advisor

Meet Sandi

Scott Collins

Financial Advisor

Meet Scott

Scott Haynie

Financial Advisor

Meet Scott

Steven Huskey

Financial Advisor

Meet Steven

Tim Brockman CRPS®

Financial Advisor

Meet Tim

Tom Dumas CFP®, ChFC®, RICP®

Financial Advisor

Meet Tom

Tommy Rosser ChFC®, LUTCF

Financial Advisor

Meet Tommy

Tony Montini

Financial Advisor

Meet Tony

William Brincefield

William McClanahan CFP®

Financial Advisor

Find an Advisor
Learning Center

Client Login
Advisor Login
Contact Us

Facebook
LinkedIn

© 2022 Consolidated Planning. All rights reserved.

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by outside sources to provide information on a topic that may be of interest. These outside sources are not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

This website is intended for general public use. By providing this content, Park Avenue Securities LLC is not undertaking to provide investment advice or a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation.

Securities products and services and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 6115 Park South Drive Suite 200 Charlotte, NC 28210, (704)-552-8507. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian.

Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.

Important Disclosures | Terms Of Use | Privacy Policy | Online Privacy Statement

2022-147105 Exp 12/24