Who We Are

We educate. It’s our job to help you understand your investment plan – not only what you own, but how each investment aligns with your plan.

We communicate. We believe in transparency, client communication, and 24/7 online access.

We believe. We practice what we preach.

We learn. As the markets evolve, we take purposeful steps toward evolving our advice along with them.

Location

We’re conveniently located. Give us a call or stop by.

Locations

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Our Process

Our Process

Meet Our Team

Greg Talbot

Private Wealth Financial Advisor
Managing Director - Investments

Phone Number

(704) 374-6409

Greg Talbot joined Wells Fargo Advisors from Merrill Lynch, where he was a First Vice President – Investments and Senior PIA Portfolio Advisor. After majoring in Finance at The University of Georgia, Greg began his career at Merrill Lynch in 1995, joining his father, Lee, who worked as a Financial Advisor at Merrill Lynch for 35 years.

Greg and his wife, Johanna, live in the Sedgefield neighborhood and enjoy spending time with his twin daughters, Kearny and Eagan, and two bulldogs, Diesel and Hudson. In his spare time, Greg is active with the Charlotte Chapter of the University of Georgia Alumni Association and the local soccer community.

Nick Langrall

Senior Financial Advisor
Managing Director - Investments

Nick Langrall joined Wells Fargo Advisors in 2014 from Merrill Lynch, where he was a Vice President and Senior PIA Portfolio Advisor. Nick joined the Corporate and Institutional Advisory Group at Merrill Lynch in 2007 after majoring in Economics and Business Administration at Wake Forest University and Queens University of Charlotte, and he then transitioned to Private Wealth Management in 2009. His wife, Christina Langrall, is the Senior Director – Investments at Lennar Multifamily Communities.

Nick and Christina live with their sons, Fulton and Lawson, in the Myers Park neighborhood with their two dogs, Bo and Dixie. They are members of Myers Park Presbyterian Church and are active supporters of Thompson Child & Family Focus, The Fort Sumter Trust, and The Billfish Foundation.

William Beard, CIMA

Private Wealth Financial Advisor
Managing Director - Investments

Will Beard joined Wells Fargo Advisors in 2014 from Merrill Lynch, where he was a First Vice President – Investments and a PIA Portfolio Manager. Will began his career at Merrill Lynch in 1999 after majoring in Finance at NC State University. He holds the Certified Investment Management Analyst (CIMA®) Certification from the Wharton School of Business at The University of Pennsylvania.

Will and his wife, Stacy, live with their two sons, Drew and Jack, in Cotswold, where they are members of Myers Park Presbyterian Church. In his spare time, Will is President of The Spokes Group, a non-profit organization founded by his father, Andy, to provide underprivileged children with bicycles at Christmas.

Certificates

CIMA

Why Invest With Us

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

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