245 Riverside Ave. | Suite 410-A Jacksonville, FL 32202 Phone 904.296.2140 Fax 904.296.2141
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Advisors: William Laird, CFA® | CFP®
191 Peachtree Street NE | Suite 2700-A Atlanta, GA 30303 Phone 404.575.8962
500 Ridgefield Court | Suite 100 Asheville, NC 28806 Phone 828.236.5898 Toll Free 888.840.4715 Fax 828.393.1337
Advisors: Adrian Vassallo Ashley Israel, CPA/PFS, CFP® Kevin Broadwater
4350 Congress St | Suite 925 Charlotte, NC 28209 Phone 704.367.5882 Fax 704.367.7765
Advisors: Amy Manning, CFP® Sarah R. Paris, CSRIC™, AIF® Colby Robinson, CFP®
1003 Red Banks Road | Suite 102 Greenville, NC 27858 Phone 252.321.1491 Toll Free 866.455.6190 Fax 252.321.6599
Advisors: Webb Tyndall, CRPS Davis Fleming
1620 Asheville Highway | Suite 100 Hendersonville, NC 28791 Phone 828.236.5898 Toll Free 888.840.4715 Fax 828.393.1335
Advisors: Dollie Halford, CFP®, CDFA™ Suzanne R. Holbert, CPA | PFS
1829 Eastchester Drive | Suite 100 High Point, NC 27265 Phone 336.822.4340 Fax 336.822.4504
Advisors: C. Skotty Wannamaker
130 Turnberry Way | Suite 100 Pinehurst, NC 28387 Phone 910.692.8555 Fax 910.692.4906
Advisors: William T. Sneed Jr., CRPC®
2501 Blue Ridge Road | Suite 500-A Raleigh, NC 27607 Phone 919.875.4991 Fax 919.876.8680
Advisors: William T. Sneed Jr., CRPC® Justin Baas, CFP®
100 N. Main Street | Suite 2300-A Winston-Salem, NC 27101 Phone 336.714.8100 Toll Free 888.840.4715 Fax 336.714.8145
Advisors: Frederick F. Kramer IV, J.D.
525 East Bay Street | Suite 101 Charleston, SC 29403 Phone 843.727.3208 Fax 843.723.2647
Advisors: Clayton L. Thornton, AAMS® | AIF® Marie C. Ebert
11 Brendan Way | Suite 202 Greenville, SC 29615 Phone 864.213.5370 Fax 864.213.3938
Advisors: Paul J. Harteg, CFP® Dave Koppenheffer
130 East Broad Street | Suite 103 Spartanburg, SC 29302 Phone 864.342.8556 Fax 864.342.8595
Advisors: William C. Bridgeman, CRPC®
133 East 1st North Street | Suite 10 Summerville, SC 29483 Phone 843.266.8668 Toll Free 866.298.5976 Fax 843.577.9722
999 South Shady Grove Road | Suite 410 Memphis, TN 38120 Phone 901.259.3672 Fax 901.761.9667
Advisors: Philip Moser, CFP®
Centre Court 9401 Courthouse Road | Suite 301 Chesterfield, VA 23832 Phone 804.474.1200
Advisors: David Winn
901 East Cary St. | Suite 1000 Richmond, VA 23219 Phone 804.474.1220 Fax 804.474.1315
1410 Spring Hill Road | Suite 501 Tysons, VA 22102 Phone 703.970.0408 Fax 336.822.4504
Advisors: Ellen Lindh
500 Virginia Street East | Suite 810 Charleston, WV 25301 Phone 304.342.0563 Toll Free 866.708.0597 Fax 304.342.0579
Advisors: Jason A. Lunsford MBA | CRPS® | AAMS® | AIF® | PPCTM