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Charlotte_Blue

4201 Congress Street, Suite 160
Charlotte, NC 28209

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Phone: 704.927.0360

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4 pm

Wealth Management
Institutional Retirement
Endowments & Foundations

Our Team

Our Charlotte-based advisors specialize in providing retirement plan advisory services to corporate fiduciaries, as well as comprehensive wealth management services to high-net-worth investors, private foundations, corporate executives, and business owners.

Advisor

Michael E. Blair, CIMA®

Senior Vice President,
Financial Advisor

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Advisor

Charles Land Hite, Jr., CFP®

Senior Vice President,
Financial Advisor

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Advisor

Robert A. Jones

Senior Vice President,
Financial Advisor

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Advisor

George G. Kroustalis, CRPC®

Senior Vice President,
Financial Advisor

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Advisor

G. Ric Mundorf, CFP®

Vice President,
Financial Advisor

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Advisor

James W. Strodel

Senior Vice President,
Financial Advisor

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Contact Us

How can we help?

Charlotte, NC

4201 Congress Street,
Suite 160
Charlotte, NC 28209
Phone 704.927.0360