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Stephan D

Series 63, Series 65

Winston-Salem, NC

Fortis Capital Advisors, LLC

Stephan Day is a financial advisor at Fortis Capital Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Horizon Financial Services, LLC and Banc of America Investment Services, Inc. Stephan is also the owner of Pivot Wealth Management, LLC, an entity established for tax purposes and future branding. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized portfolio management, financial planning, consulting, retirement plan services, and educational workshops, employing a mix of passive, active, tactical, and ESG-aware strategies alongside third-party sub-advisors.

Options & derivatives strategies ESG / Sustainable investing Active portfolio management Passive / index investing
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Melissa D

Series 63, Series 65

Winston-Salem, NC

Fortis Capital Advisors, LLC

Melissa Day is a financial advisor at Fortis Capital Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at New Horizon Financial Services, Inc. and Horizon Financial Services, LLC. In addition to her advisory work, she is involved in the sale of fixed insurance products. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized, primarily discretionary portfolio solutions that incorporate various investment styles, including passive, active, tactical, and ESG-aware strategies, and provides financial planning, retirement plan consulting, and educational workshops.

Options & derivatives strategies ESG / Sustainable investing Active portfolio management Passive / index investing
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