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Credentials
Series 66
Experience Industry experience
12 years
Location
Fayetteville, NC 28303
Merrill
Institution
Kenneth Lawhead is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 2011 and joined Merrill Lynch in 2014. Kenneth works with clients to simplify financial complexities by providing guidance on short- and long-term financial goals. His expertise includes education planning, family wealth management strategies, services for endowments, foundations, and non-profits, investment consulting for defined contribution plans, personal retirement planning, portfolio management, tax minimization, and retirement income. He collaborates with clients to understand their broader concerns—including social, moral, ethical, and environmental factors—in addition to financial objectives.
Kenneth holds multiple professional designations, including Accredited Asset Management Specialist (AAMS), Chartered Alternative Investment Analyst (CAIA), Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His educational background includes an Associate’s Degree from Cuyamaca College, a Bachelor’s Degree from Capella University, a Master’s Degree from the University of North Carolina System, and accredited certificate programs from the College for Financial Planning and the Massachusetts Institute of Technology. He earned his high school diploma from Valhalla High School.
Originally from San Diego, California, Kenneth relocated to Fayetteville, North Carolina, in 2011. He currently resides in Raeford with his wife Laura and daughter Cordelia. Outside of work, Kenneth enjoys playing guitar and drums, writing music with his wife, and spending time with his family. He is a member of the Cape Fear Kiwanis Club and the Cumberland County Partnership For Children.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Fayetteville, NC Ravenhill Dr
2550 Ravenhill Dr
Fayetteville NC 28303
Advisors at this office
15
North Carolina · Texas
12 years of industry experience
Bank Of America, N.a.
2014 - Present • 12 years
Fayetteville, NC
Merrill
2014 - Present • 12 years
Fayetteville, NC
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 63, Series 65
Fayetteville, NC
Ameritrust Investments of North Carolina, LLC
Glen Barnes is a financial advisor at Ameritrust Investments of North Carolina, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameritrust since 2012. In addition to his advisory role, Barnes is an independent insurance agent and serves on the volunteer board of the Rockfish Outdoor Center, a church camp where he helps manage planning and finances. Ameritrust Investments of North Carolina, LLC provides discretionary portfolio management primarily to individual clients, managing assets internally with no account minimum. The firm employs a combination of charting, fundamental, technical, and cyclical analysis, utilizing both long-term and short-term trading strategies including options writing, and conducts portfolio reviews at least quarterly.
CFP®
Fayetteville, NC
Stalwart Financial Planning
Isaac Allen is a CFP® professional with 12 years of experience, currently serving as the sole advisor at Stalwart Financial Planning in Fayetteville, NC. He has been with the firm since its founding in 2011. Stalwart Financial Planning offers financial planning and investment advisory services to individuals, estates, trusts, small businesses, foundations, and charitable organizations. The firm follows a fiduciary standard and employs a globally diversified, long-term investment approach that integrates fundamental, technical, and cyclical analysis, with a particular focus on nonprofit and charitable clients.
Series 65
Fayetteville, NC
Rauch Advisory LLC
Joseph Harris is a financial advisor at Rauch Advisory LLC in Fayetteville, NC, holding a Series 65 designation. He joined Rauch Advisory and White Horse Financial, Inc. in 2026 and has prior experience with the John Locke Foundation as well as roles in higher education and instructional companies. Rauch Advisory LLC provides tailored investment advice, asset management, financial planning, and retirement-plan consulting primarily to individual and high-net-worth clients. The firm manages approximately $44.6 million across about 153 clients and offers a range of services including discretionary asset allocation and educational rollover support.
CFP®, Series 66
Fayetteville, NC
Geneos Wealth Management, Inc.
David Pound is a CFP® professional with 20 years of experience in the financial industry. He has been with Geneos Wealth Management, Inc. since 2006 and operates Nobles Pound Financial Planning since 2011. Pound is also a notary public. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs a range of analytic strategies and offers customizable portfolio management alongside access to third-party money managers.
Series 66
Fayetteville, NC
Geneos Wealth Management, Inc.
David Nobles Jr. is a financial advisor at Geneos Wealth Management, Inc. in Fayetteville, NC, holding a Series 66 designation with four years of industry experience. He has been associated with Geneos Wealth Management and Nobles Pound Financial Planning throughout his career. In addition to his advisory role, he is a notary public and conducts independent fixed insurance sales. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm provides financial planning, portfolio management, and referrals to third-party money managers through various platforms, employing a combination of fundamental, technical, and cyclical analysis to accommodate both discretionary and non-discretionary accounts.
CFP®, Series 63, Series 65
Fayetteville, NC
Geneos Wealth Management, Inc.
David Nobles Sr. is a CFP® with 34 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. and operating Nobles Pound Financial Planning. He holds leadership roles as chairman of the real estate committee and vice president at Cape Fear Industries and serves as a trustee for the United Way Youth Stock Group. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a multifaceted investment approach combining continuous account monitoring, discretionary trading, and various analytic strategies, with customizable portfolios and access to third-party money managers.
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