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David L
ChFC®, Series 63, Series 65
Winston-Salem, NC
Westhampton Capital
David Leland is a ChFC® credentialed advisor with 17 years of experience, currently serving clients at Westhampton Capital in Winston-Salem, NC. He has worked at Westhampton Capital since 2007 and has been associated with Mutual Trust Life Insurance Co. since 1997. He may also earn commissions from sales of non-variable life, health, annuity, and disability income insurance products from companies not affiliated with Westhampton Capital. Westhampton Capital serves individual and high-net-worth clients, retirement plans, and charitable organizations by providing discretionary portfolio management and retirement plan advisory services. The firm uses a growth-at-a-reasonable-price investment approach combining quantitative sector and security selection with qualitative cash-flow and intrinsic-value analysis.
Paul F
Series 63, Series 65
Winston-Salem, NC
Westhampton Capital
Paul Fulton III is a financial advisor with Westhampton Capital in Winston-Salem, NC, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Westhampton Capital since 2012. Outside of his advisory role, Paul may earn commissions from insurance companies for sales of non-variable life, health, annuity, and disability income insurance products. Westhampton Capital serves individual and high-net-worth clients, retirement plans, and charitable organizations, providing discretionary portfolio management and retirement plan advisory services. The firm employs a growth-at-a-reasonable-price investment philosophy combining quantitative and qualitative analysis and offers ERISA fiduciary services including both nondiscretionary consulting and discretionary management.
Harry S
Series 63, Series 65
Winston-Salem, NC
Westhampton Capital
Harry Shertzer Jr. is a financial advisor with Westhampton Capital, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Westhampton Capital since 2010. Westhampton Capital serves individual and high-net-worth clients, retirement plans, and charitable organizations, offering discretionary portfolio management and retirement plan advisory services. The firm uses a structured, quantitative investment process combined with qualitative analysis under a growth-at-a-reasonable-price philosophy.
Brant S
ChFC®, Series 63, Series 65
Winston-Salem, NC
Westhampton Capital
Brant Snavely III is a ChFC®-designated financial advisor with 15 years of industry experience. He has been with Westhampton Capital since 2006. The firm serves individual and high-net-worth clients, retirement plans, and charitable organizations, offering discretionary portfolio management and retirement plan advisory services. Westhampton Capital uses a combination of quantitative sector and security selection and qualitative cash-flow analysis under a growth-at-a-reasonable-price philosophy to implement client-specific investment plans.
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