ADVISOR BIO

Amy Hayes is a financial advisor registered with Truist Advisory Services, Inc. Amy has been working in the financial services industry since 1986 and holds Series 7, 63, and 65 licenses. Amy specializes in providing financial planning, portfolio management for businesses and individuals, and publication of periodicals. Amy provides services to individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, banking or thrift institutions, and pension and profit-sharing plans.

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ADVISOR BIO

Beth Leigh Deal is a registered representative and investment advisor representative with Ameriprise Financial Services, LLC. Beth has been in the securities industry since August 4, 1992. Beth holds a Series 7, Series 63 and Series 65 license, and is registered in 11 states. Beth's previous experience includes working at IDS LIFE INSURANCE COMPANY.

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ADVISOR BIO

Cameron Spencer is a financial advisor at Truist Advisory Services, Inc. Cameron has been in the financial services industry since January 5, 2008, and holds the Series 6, 7, 63, and 66 licenses. Cameron has prior experience with BB&T Securities, LLC, BB&T Investment Services, Inc., Wachovia Securities, LLC, United Brokerage Services, Inc, and P.J. Robb Variable Corporation. Cameron's specializations include retirement planning, investment management, and financial planning.

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ADVISOR BIO

Conrad Phillips is an investment advisor representative with A4 Wealth Advisors LLC, located in Huntersville, NC. Conrad has been in the industry since 2022 and is registered to provide investment advice in North Carolina. Conrad is a licensed Life & Health Insurance agent and holds a Series 65 license. Conrad is also a licensed insurance agent for World Wide Financial Solutions, LLC dba A4 Insurance Solutions. Conrad focuses on providing financial planning and portfolio management for individuals and businesses. Conrad holds a Series 65 license and has a background in financial planning and investment management. Conrad has experience working with high-net-worth individuals and other individuals.

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ADVISOR BIO

James Gowen is a registered investment advisor representative with Truist Advisory Services, Inc.. James is a seasoned professional with over 18 years of experience in the financial services industry. James has a wide range of experience, having worked at several firms before joining Truist Advisory Services, Inc.. James holds several licenses, including Series 7, 6, and 63. James is also a Registered Investment Advisor (IA) in North Carolina. James is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Kathy Allison White is a financial advisor with Truist Advisory Services, Inc. Kathy has been in the financial services industry since 2004 and has a wide range of experience in providing financial advice to individuals and businesses. Kathy holds Series 6, 7, 63 and 65 licenses. Kathy has been a registered representative of BB&T Securities, LLC and BB&T Investment Services, Inc. prior to joining Truist. Kathy has a strong track record of providing personalized financial advice to clients and is dedicated to helping clients reach their financial goals.

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ADVISOR BIO

Keith Samuel Holtsclaw is a financial advisor with Truist Advisory Services, Inc. Keith has been in the financial industry since 2009 and holds Series 7, 9, 10, 63, and 66 licenses. Keith specializes in providing financial advice to individuals, businesses, and corporations. Keith is a Certified Financial Planner and is also involved in various community organizations, serving as a trustee for the Lenoir Rhyne University Alumni Board and an associate trustee for the Piedmont Education Fund.

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ADVISOR BIO

Mark Andrew Davey is a financial advisor with Ameriprise Financial Services, LLC. Mark Davey is a registered representative with Ameriprise Financial Services, LLC and has been in the industry since 2006. Mark Davey is licensed in Alabama, Arizona, Arkansas, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Maryland, Michigan, Minnesota, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, and Virginia. Mark Davey holds Series 66, Series 7 and SIE licenses.

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ADVISOR BIO

Michael Loeb is an Investment Advisor Representative registered in North Carolina. Michael Loeb is currently employed by Argosy Investors. Michael Loeb has been a registered investment advisor for more than 4 years. Michael Loeb's experience includes work at Ally Financial, von Drehle Corporation, and Magnolia Wash Holdings. Michael Loeb provides investment advice to individuals and businesses. Michael Loeb specializes in financial planning, portfolio management for individuals and businesses, and publication of periodicals. Michael Loeb manages approximately $3,350,000 in assets for 15 clients.

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ADVISOR BIO

Mitchell Ausden Sayers is a financial advisor with Ameriprise Financial Services, LLC. Mitchell has been in the industry for 7 years. Mitchell is registered in 23 states and has 2 current employment records. Mitchell has passed the Series 63, Series 65, Series 7 and SIE exams. Mitchell has a strong background in financial planning and provides services to a variety of clients, including individuals, corporations, charitable organizations, trusts, and pensions. Mitchell is committed to helping clients achieve their financial goals.

SPECIALIZATIONS