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Wilmington Office:

1741 Tiburon Drive
Wilmington, NC 28403
Phone: 844.469.5679

Andy Basinger

MANAGING DIRECTOR
Email Andy
910.839.8675

 

Bill Coleman

MANAGING DIRECTOR
Email Bill
910.839.8676

 

Connor Keller

MANAGING DIRECTOR
Email Connor
910.839.8677

 

Daniel Hughes

SENIOR FIDUCIARY ADVISOR
Email Daniel
910.384.0118

 

Laura Tayloe

DIRECTOR OF CLIENT RELATIONS
Email Laura
910.218.7969

 

Amy Bennett

CLIENT RELATIONSHIP MANAGER
Email Amy
910.839.8673

 

Missy Musser

CLIENT RELATIONSHIP MANAGER
Email Missy
910.839.8679

 

Rocky Mount Office:

210 Bryant Street, Suite A
Rocky Mount, NC 27804
Phone: 252.451.1450

Bill Collier

MANAGING DIRECTOR
Email Bill
252.822.7150

 

Frank Jolley

MANAGING DIRECTOR
Email Frank
252.822.7148

 

Angel Bolton

WEALTH ADVISOR
Email Angel
252.822.7152

 

Terry Sapp

CO-DIRECTOR OF OPERATIONS
Email Terry
252.822.7149

 

Jan Robillard

CLIENT RELATIONSHIP MANAGER
Email Jan
252.822.7151