At CLC Financial, we propose customized strategies based on your unique situation to help make the future you desire a reality someday. We offer asset management, legacy planning, insurance strategies, retirement income planning, and more to our valued c
Wealth ManagementFootnote13 401(k) Rollovers 529 PlansFootnote14 Securities Agent: CT, WA, ME, MA, SC, NY, CA, TX, PA, OH, VA, DE, WI, FL, DC, CO, WV, NJ, LA, AZ, OR, NV, MT, UT, NC, MD; General Securities Representative; Investment Advisor Representative; Transactional Futur...
He spent an additional 3 years with Bank of America’s Wealth Management in Charlotte, NC as a local Trust Officer. Prior to joining Exencial Wealth Advisors, he spent the previous 3 years with First Charter Bank as a Trust Officer in Charlotte, NC. Pete joined Exencial Wealth Advisors in...
Wealth ManagementFootnote6 401(k) Rollovers Asset Management Professional Portfolio ManagementFootnote7 Corporate Retirement PlansFootnote8 Securities Agent: MN, MD, WA, VA, CO, TX, DE, OH, PA, NV, CA, WI, OR, MT, MA, NC, MO, DC, AK, WV, NH, KY, AZ, AL, SC, LA, CT, NJ, ...
City National Bank-Charlotte, NC CREDIT RISK STRATEGY & PROJECT MANAGEMENT LEAD - CREDIT RISK WHAT IS THE OPPORTUNITY? This role drives the delivery of Division wide initiatives and provides active direction to achieve organizational and operational strategy through a variety of means including but not...
City National Bank-Charlotte, NC CREDIT RISK STRATEGY & PROJECT MANAGEMENT LEAD - CREDIT RISK WHAT IS THE OPPORTUNITY? This role drives the delivery of Division wide initiatives and provides active direction to achieve organizational and operational strategy through a variety of means including but ...