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Raleigh_Blue

4208 Six Forks Rd. Suite 1700
Raleigh, NC 27609

Directions

Phone: 800.216.0645

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

Wealth Management
Institutional Retirement
Endowments & Foundations

Our Team

Our Raleigh-based advisors specialize in providing retirement plan advisory services to corporate fiduciaries, comprehensive wealth management services to high-net-worth investors and corporate executives, and investment advisory services to endowments and foundations.

Advisor

Shaun Eskamani

Senior Vice President,
Financial Advisor

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Advisor

R. Michael Gray

Senior Vice President,
Financial Advisor

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Advisor

Michael Henderson, CPA

Vice President,
Financial Advisor

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Advisor

Donn A. Johnston, CFP®

Vice President,
Financial Advisor

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Advisor

Donn A. Johnston, Jr., CFP®

Vice President,
Financial Advisor

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Advisor

Todd L. Jones, AIF®, ARPS, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Wat Keys, CFP®, CRPS®

Vice President,
Financial Advisor

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Advisor

Patrick Marlatt

Senior Vice President,
Financial Advisor

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Advisor

John S. Martin, AIF®

Senior Vice President,
Financial Advisor

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Advisor

Mark T. Medlin, AIF®, CPA

Senior Vice President,
Financial Advisor

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Advisor

Brian Pollard, CFP®, CLU®, CWS®

Vice President,
Financial Advisor

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Advisor

Traynor Reitmeier, ARPS

Vice President,
Financial Advisor

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Advisor

Abigail J. C. Russell, ARPS

Vice President,
Financial Advisor

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Advisor

Jason F. Stanicek, CRPS®

Senior Vice President,
Financial Advisor

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Advisor

Jon E. Strickland, AIF®

Senior Vice President,
Financial Advisor

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Advisor

Daniel A. Summerlin, CFA®

Senior Vice President,
Financial Advisor

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Advisor

James R. Talton, III

Senior Vice President,
Financial Advisor

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Advisor

Kyle L. Tucker, CFP®

Senior Vice President,
Financial Advisor

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Contact Us

How can we help?

Raleigh, NC

4208 Six Forks Rd.
Suite 1700
Raleigh, NC 27609
Phone 800.216.0645