Experience

Capital Investment Companies

• United States
• Financial Services
• 1 - 100 Employee

• 401(k) Consultant * Investment & Retirement Advisor * Private Wealth Manager

  • 2013 - Present

  Company Info Capital Investment Companies is primarily comprised of Capital Investment Group, Inc., and Capital Investment Brokerage, Inc., (two FINRA /SIPC Members) and Capital Investment Advisory Services (an SEC registered Investment Advisor). Headquartered in Raleigh, N.C., for nearly 30 years, Capital Investment Companies has been one of the largest independent financial services firms in the Southeastern United States. With their affiliates and strategic partners, their “Ensemble Platform” within the firm offers a wide variety of financial services to Individuals, Institutions, Businesses and the CPA and Banking communities. Specialties Money Management, Investment Banking, Trust & Estate Services and Planning, Insurance Services, Qualified Plan Management (401(k) & Defined Contribution Plans), Foundation Asset Management Headquarters 100 East Six Forks Road, Ste. 200, Raleigh NC 27609 Website http://www.capital-invest.com Type Privately Held Company Size 201-500 employees Founded 1984 Show less



First Citizens Bank

• United States
• Banking
• 700 & Above Employee

• Investment Consultant

  • Nov 2011 - Jul 2013

  Comprehensive strategy in Wealth Management, Financial and Trust Planning, Estate Preservation, Retirement Distribution and Portfolio Management. Comprehensive strategy in Wealth Management, Financial and Trust Planning, Estate Preservation, Retirement Distribution and Portfolio Management.



MetLife

• United States
• Insurance
• 700 & Above Employee

• Financial Advisor / Financial Planning Associate

  • Oct 2009 - Oct 2011

  ...in a nutshell "Tax Advantaged Retirement Planning and Distribution Analysis & Strategy" ...in a nutshell "Tax Advantaged Retirement Planning and Distribution Analysis & Strategy"