Stephanie Bass, CFP®, CPWA®
Private Wealth Financial Advisor
Managing Director – Investments
Phone: 919.881.1045
Email Stephanie
Cindy F. Ward
Senior Registered Client Associate
Phone: 919.881.1049
Email Cindy
Sarah Beauvais
Marketing Client Associate
Phone: 910.342.2034
Email Sarah
Jonathan E. Foley
Private Wealth Financial Advisor
Managing Director – Investments
Phone: 866.567.8805
Email Jonathan
Lorraine Anderson
Senior Registered Client Associate
Phone: 919.881.1048
Email Lorraine