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Map of Raleigh, NC

Investment Advisory Service in Raleigh, NC

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2. Golden Years Advisors

Golden Years Advisors

1601 Jones Franklin Rd Ste 102, Raleigh, NC 27606

CLOSED NOW:9:00 am - 5:00 pm
YP
27 Years
in Business

3. Preston Mahan

Preston Mahan

3535 Glenwood Ave, Raleigh, NC 27612

CLOSED NOW:8:30 am - 5:00 pm

From Business: Preston is responsible for providing high-quality commercial and private banking services to new and existing TowneBank members, as well as ensuring their financial goals and…

YP
25 Years
in Business

4. Sara Boshart

Sara Boshart

3535 Glenwood Ave, Raleigh, NC 27612

CLOSED NOW:8:30 am - 5:00 pm

From Business: Sara has been in the banking industry for over five years, beginning her career as a Client Development Officer in the Raleigh area. She has a primary focus of serving the…

YP
25 Years
in Business

5. Alvin Oakley

Alvin Oakley

3535 Glenwood Ave, Raleigh, NC 27612

CLOSED NOW:8:30 am - 5:00 pm

From Business: Alvin joined TowneBank in 2019 and has more than 30 years of experience in the financial services industry, with a focus on treasury and cash management services. His priority…

YP
25 Years
in Business

6. Brian Reid

Brian Reid

3535 Glenwood Ave, Raleigh, NC 27612

CLOSED NOW:8:30 am - 5:00 pm

From Business: Brian Reid is the President of TowneBank Triangle. Brian is responsible for leading the TowneBank team in the Triangle market. An industry veteran with over 33 years of…

YP
25 Years
in Business

7. Vita Schumacher

Vita Schumacher

3535 Glenwood Ave, Raleigh, NC 27612

CLOSED NOW:8:30 am - 5:00 pm

From Business: Vita serves our members' total financial service needs and manages the retail sales and service-related functions of our Raleigh location. Over two decades in the financial…

YP
25 Years
in Business

8. Jack Clayton

Jack Clayton

3535 Glenwood Ave, Raleigh, NC 27612

CLOSED NOW:8:30 am - 5:00 pm

From Business: As President of Business Strategy, Jack helps TowneBank meet its plans for rapid growth in North Carolina. Jack offers over four decades of financial services knowledge and…

YP
25 Years
in Business

9. Mark Bolash

Mark Bolash

3535 Glenwood Ave, Raleigh, NC 27612

CLOSED NOW:8:30 am - 5:00 pm

From Business: Mark joined TowneBank in 2012 and offers over 20 years of financial expertise. As a trusted financial advisor, he provides a straight-forward, consultative approach to guide…

YP
25 Years
in Business

10. Doug Huff

Doug Huff

3535 Glenwood Ave, Raleigh, NC 27612

CLOSED NOW:8:30 am - 5:00 pm

From Business: With more than four decades in the real estate financial industry, Doug manages residential construction lending efforts in the Raleigh area. As a Real Estate Loan Officer, his…

YP
25 Years
in Business

11. John Towles

John Towles

3535 Glenwood Ave, Raleigh, NC 27612

CLOSED NOW:8:30 am - 5:00 pm

From Business: John has worked at TowneBank since 2018 and provides over 35 years of financial industry experience. As a Commercial Banking Officer and Certified Financial Planner, John…

YP
25 Years
in Business

12. Bryan Pennington

Bryan Pennington

3535 Glenwood Ave, Raleigh, NC 27612

CLOSED NOW:8:30 am - 5:00 pm

From Business: Bryan joined TowneBank in 2019 and has over 30 years of banking industry experience. As a Commercial Banking Officer, he provides a consultative approach to identify the best…

YP
25 Years
in Business

13. Jessica Hippo Shook

Jessica Hippo Shook

3535 Glenwood Ave, Raleigh, NC 27612

CLOSED NOW:8:30 am - 5:00 pm

From Business: Jessica joined TowneBank in 2018. She works with our members to provide card payment and processing solutions so they can receive payments online, in store or, on the go.…

YP
25 Years
in Business

14. Bill Smith

Bill Smith

3535 Glenwood Ave, Raleigh, NC 27612

CLOSED NOW:8:30 am - 5:00 pm

From Business: Bill provides over 30 years of financial expertise. His main focus is working with real estate investors to finance their properties and provide any banking services needs. He…

YP
25 Years
in Business

15. Jeff Marshall

Jeff Marshall

3535 Glenwood Ave, Raleigh, NC 27612

CLOSED NOW:8:30 am - 5:00 pm

From Business: With over 17 years of financial industry experience, Jeff offers strategic advice and resources to local Raleigh businesses to support their growth and to help them reduce…

YP
25 Years
in Business

16. Brittany Morgan

Brittany Morgan

7100 Falls Of Neuse Rd, Raleigh, NC 27615

CLOSED NOW:8:30 am - 5:00 pm

From Business: Brittany Morgan joined the Towne family in 2018 as a Member Service Specialist at our Greenville, NC location. Through her ability to build strong relationships with our…

YP
25 Years
in Business

17. Kati Sessoms

Kati Sessoms

7100 Falls Of Neuse Rd, Raleigh, NC 27615

CLOSED NOW:9:00 am - 6:00 pm

From Business: Kati Sessoms has over 20 years of experience in the financial services industry. She began her career in banking after graduating from Eastern Illinois University and has…

YP
25 Years
in Business

18. Scot McAlexander

Scot McAlexander

7100 Falls Of Neuse Rd, Raleigh, NC 27615

CLOSED NOW:8:30 am - 5:00 pm

From Business: Scot is the market executive for the north Raleigh market where he leads a team of commercial and private bankers. With over 24 years of commercial real estate (CRE) and…

YP
25 Years
in Business

19. Scott Allen Stephens - Private Wealth Advisor, Ameriprise Financial Services

Scott Allen Stephens - Private Wealth Advisor, Ameriprise Financial Services

434 Fayetteville St Ste 1860, Raleigh, NC 27601

CLOSED NOW:9:00 am - 12:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

20. Joyner, Paige

Joyner, Paige

434 Fayetteville St, Raleigh, NC 27601

CLOSED NOW:9:00 am - 12:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

21. Warren, Travis

Warren, Travis

434 Fayetteville St, Raleigh, NC 27601

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

22. PNC Private Bank

PNC Private Bank

301 Fayetteville St, Raleigh, NC 27601

CLOSED NOW:8:00 am - 5:00 pm

From Business: PNC Private Bank offers advice and solutions to help individuals, families and business owners grow and manage their short-term and long-term wealth needs.

23. Capital Investments - G Barringer

Capital Investments - G Barringer

107 Glenwood Ave, Raleigh, NC 27603

From Business: Financial planning and investment services

YP
23 Years
in Business

24. Noble, Martin R

Noble, Martin R

301 Glenwood Ave, Raleigh, NC 27603

CLOSED NOW:8:30 am - 4:00 pm

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

25. Pinnacle Financial Partners

Pinnacle Financial Partners

307 Oberlin Rd, Raleigh, NC 27605

CLOSED NOW:9:00 am - 5:00 pm

From Business: Pinnacle Financial Partners provides a full range of banking, investment, trust, mortgage and insurance products and services to businesses and people who want a banking…

YP
24 Years
in Business

26. Mense, Max, CFP

Mense, Max, CFP

203 E Whitaker Mill Rd, Raleigh, NC 27608

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

28. Equitable Advisors

Equitable Advisors

3201 Beechleaf Ct, Raleigh, NC 27604

CLOSED NOW:8:00 am - 5:00 pm

From Business: AXA Advisors is a broker, dealer and investment advisor for AXA Financial, which is a part of the global AXA Group. AXA Advisors assists over 3 million individual and business…

29. Pinnacle Financial Partners

Pinnacle Financial Partners

3515 Glenwood Ave, Raleigh, NC 27612

CLOSED NOW:9:00 am - 5:00 pm

From Business: Pinnacle Financial Partners provides a full range of banking, investment, trust, mortgage and insurance products and services to businesses and people who want a banking…

YP
24 Years
in Business

30. Timothy Rutt - Financial Advisor, Ameriprise Financial Services

Timothy Rutt - Financial Advisor, Ameriprise Financial Services

3605 Glenwood Ave Ste 210, Raleigh, NC 27612

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…