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Travis L
Series 63, Series 65
Winston-Salem, NC
Twin City Private Wealth, LLC
Travis Lethco is a financial advisor with Twin City Private Wealth, LLC in Winston-Salem, NC, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Semmax Financial Advisors, Inc. and BB&T Securities, LLC. He also serves as a financial education instructor with the American Financial Education Alliance. Twin City Private Wealth provides discretionary portfolio management and integrated financial planning for individuals, corporations, foundations, and retirement plan participants. The firm employs multiple analysis methods and publicly discloses performance results while offering educational seminars for clients.
Joseph B
Series 65
Winston-Salem, NC
Twin City Private Wealth, LLC
Joseph Berry is a financial advisor at Twin City Private Wealth, LLC in Winston-Salem, NC, holding a Series 65 designation with 12 years of industry experience. He has worked at Twin City Private Wealth, formerly Dogwood Wealth Advisors, since 2019 and previously spent seven years at Semmax Financial Advisors, Inc. Berry is also an instructor with the American Financial Education Alliance, where he teaches financial education courses. Twin City Private Wealth provides discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as corporations, foundations, and retirement plan participants. The firm uses a range of investment strategies and publicly discloses performance results, while also offering educational seminars and workshops.
Eric M
Series 63, Series 65
Winston-Salem, NC
Twin City Private Wealth, LLC
Eric Mattinson is a financial advisor with Twin City Private Wealth, LLC in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Prior to joining Twin City Private Wealth, he worked at Semmax Financial Advisors, Truist Investment Services, and Wells Fargo Clearing. He also serves as a financial education instructor with the American Financial Education Alliance. Twin City Private Wealth provides discretionary portfolio management and integrated financial planning to individuals, corporations, foundations, and retirement plan participants. The firm uses a variety of investment methods, including ETFs, mutual funds, equities, fixed income, and options, and is notable for publicly disclosing performance results and conducting educational seminars for clients.
Jason L
Series 65
Winston-Salem, NC
Twin City Private Wealth, LLC
Jason Lincoln is a financial advisor at Twin City Private Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has a background that includes roles at Atrium Health Wake Forest Baptist Medical Center and Knight Property Group. Outside of his advisory work, Jason serves as a part-time Clinical CT Instructor at Forsyth Technical Community College. Twin City Private Wealth provides discretionary portfolio management and integrated financial planning to individuals, corporations, foundations, and retirement plan participants. The firm uses a range of investment methods and publicly discloses performance results, offering educational seminars and participant account management through third-party platforms.
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