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Archive by author: C. Skotty WannamakerReturn

Skotty has worked in the financial industry since graduating cum laude from Appalachian State University in 2001. His focus is providing comprehensive financial and investment planning to his clients, and he loves the “coaching” aspect of wealth management. With a background in banking, Skotty spent many years in Wealth Management within the banking industry. He started the Triad Private Banking & Wealth Management office for Regions Bank in 2008 and later ran the investment division for The Bank of Oak Ridge, a community bank with 5 branches and over $350 million in assets.

Prior to joining DHG Wealth Advisors in August of 2014, Skotty was a financial advisor with Gate City Advisors in Greensboro, NC where he managed individual assets and corporate 401k plans.

Dave Koppenheffer / Associate Advisor
This session will discuss financial planning for individuals just starting their career or those starting to think about saving and investing for the first time. You’ll hear tips on how to create a budget, the importance of building an emergency fund, how to develop a plan to pay off student loans, investing for the first time and a summary on 401(k) plans and other savings vehicles. Initially created internally for DHG and now available publicly.
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