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Lisa H

Series 63, Series 66

Greenville, NC

H. L. Ormond & Company, LLC

Lisa Hardee is a financial advisor with H. L. Ormond & Company, LLC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. She previously worked at Raymond James Financial Services Advisors and Wells Fargo Advisors. In addition to her role at H. L. Ormond, she assists with daily operations at Hoyt Family Wealth Management, LLC. H. L. Ormond & Company, LLC provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm constructs long-term, diversified portfolios using a combination of mutual funds, ETFs, individual bonds, and equities, employing both fundamental and technical analysis.

Wealth management Real estate investing
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John H

CFP®, Series 63, Series 65, Series 66

Greenville, NC

H. L. Ormond & Company, LLC

John Hoyt Jr. is a financial advisor with H. L. Ormond & Company, LLC, holding CFP® certification and Series 63, 65, and 66 licenses, with 26 years of industry experience. He has previously worked at Raymond James Financial Services Advisors and Wells Fargo Advisors Financial Network, and he owns Hoyt Family Wealth Management, LLC, where he serves as an independent contractor and branch manager. H. L. Ormond & Company, LLC provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm utilizes a combination of in-house and third-party investment strategies to construct diversified long-term portfolios and offers both discretionary and non-discretionary management.

Wealth management Real estate investing
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Herbert O

Series 63, Series 66

Greenville, NC

H. L. Ormond & Company, LLC

Herbert Ormond is a financial advisor at H. L. Ormond & Company, LLC in Greenville, NC, with 39 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James Financial Services from 2011 to 2021. Outside of advising, he serves as a trustee and personal representative for family members. H. L. Ormond & Company provides investment advisory services to individuals, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a long-term, equity-oriented investment approach focused on diversified portfolios and offers both discretionary and non-discretionary management through multiple service platforms.

Wealth management Real estate investing
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Michelle C

Series 63, Series 66

Greenville, NC

H. L. Ormond & Company, LLC

Michelle Corey is a financial advisor with H. L. Ormond & Company, LLC in Greenville, NC, holding Series 63 and Series 66 credentials and having 25 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. from 2011 to 2021 before joining her current firm in 2021. H. L. Ormond & Company, LLC provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm constructs long-term diversified portfolios using mutual funds, ETFs, bonds, and equities, combining fundamental and technical analysis with a mix of in-house and third-party management.

Wealth management Real estate investing
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Justin S

Series 65

Greenville, NC

H. L. Ormond & Company, LLC

Justin Sittig is a financial advisor at H. L. Ormond & Company, LLC with a Series 65 credential and over one year of experience in the wealth management industry. His prior roles include positions at Southern Bank and Pitt County Schools. H. L. Ormond & Company, LLC provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm constructs long-term, diversified portfolios using mutual funds, ETFs, bonds, and equities, and offers both discretionary and non-discretionary management through a combination of in-house and third-party strategies.

Wealth management Real estate investing
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Tanner H

CFP®, Series 66

Greenville, NC

H. L. Ormond & Company, LLC

Tanner Hoyt is a CFP® with nine years of industry experience currently with H. L. Ormond & Company, LLC. He previously worked at Raymond James Financial Services Advisors Inc. and Wells Fargo Advisors Financial. Hoyt is also associated with Hoyt Family Wealth Management, LLC, where he serves as a financial advisor. H. L. Ormond & Company, LLC provides investment management and financial planning for individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm constructs long-term, diversified portfolios using mutual funds, ETFs, bonds, and equities, combining in-house management and third-party strategies through discretionary and non-discretionary approaches.

Wealth management Real estate investing
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