Top financial advisors working with attorneys in Boone, NC

Joseph Turecky is a financial advisor with First Citizens Investor Services, Inc. in Boone, NC, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. He has been with First Citizens Investor Services since 2015. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business entities. The firm’s client process involves assessments of financial needs, risk tolerance, and time horizon, utilizing fundamental, quantitative, and technical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs.

Bradley Greer is a CFP® with 20 years of industry experience, currently serving as an advisor at Allen Wealth Management, LLC. He previously worked at Sapere Wealth Management, LLC for 16 years and has been with Allen Wealth Management and Raymond James Financial Services, Inc. since 2021 and 2022, respectively. Allen Wealth Management, LLC provides advisory services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis in portfolio construction and delivers coordinated wealth management through discretionary and non-discretionary mandates.

James Hogan II is a financial advisor at LPL Enterprise with six years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services and The Prudential Insurance Company of America. Outside of his advisory role, Hogan serves as President of the Hogan Family Foundation and is a board member and Virtual Sergeant at Arms for High Country Toastmasters. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutions. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a Model Wealth Portfolios wrap program.

Alfred Gonzalez is a financial advisor with Truist Advisory Services, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 37 years of industry experience and has been with SunTrust Advisory Services and Suntrust Investment Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Tyler Moore is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019, with a brief tenure at Ameriprise Financial Services LLC. Prior to his financial services career, he held various roles in the hospitality sector. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a broad nationwide network and offers a range of advisory strategies with fiduciary standards.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. In addition to her advisory role, Santos is an independent insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and written recommendations.

Wanqiu Wu is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. Wu has worked at Citigroup since 2017, including roles at Citibank N.A. prior to joining the current firm, and has prior experience in retail at Bloomingdales. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment advisory programs and execution services. The firm combines large institutional scale with specialized market roles, including in-house research and operations as a swap dealer and futures commission merchant.

Eric Hickok is a financial advisor at Hickok Advisory, LLC in Campbell, CA, with five years of industry experience. He holds the Series 65 and Series 66 licenses and has worked at several firms, including Wells Fargo and Shooter Financial, Inc. Outside of his advisory role, he is involved in tax law and tax preparation and holds a real estate license. Hickok Advisory provides discretionary and non-discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses fundamental and cyclical analysis to create customized asset allocations and offers ongoing portfolio management and planning engagements tailored to client objectives.

Glenn Evans is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in providing personalized financial strategies to a diverse client base. His clients include corporate executives in pharmaceutical, technology, and real estate sectors, business owners, attorneys, medical professionals, widows, members of the LGBTQ community, and extended families across more than 20 states. Glenn’s approach centers on understanding each client’s unique goals and challenges, with an emphasis on planning-based wealth management and legacy strategies. Before joining Merrill, Glenn held senior corporate development and strategy roles at Fortune 500 companies and served as a mezzanine lender to middle market businesses. He holds an MBA from Harvard Business School and a Bachelor’s degree from Amherst College. Glenn’s professional credentials include the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, Chartered Retirement Planning Counselor (CRPC™) designation, and Certified Plan Fiduciary Advisor (CPFA™) designation. He is an Advisory Member of the Association of African American Financial Advisors and serves as a Trustee of The Kappa Guide Right & Scholarship Fund of Montclair, supporting leadership development and scholarships for local high school seniors. In addition to his advisory work, Glenn contributes as a pro bono consultant to nonprofit organizations focused on arts and education and participates in the Harvard Business School Club of New York Community Partners Initiative. He resides in Livingston, New Jersey, with his daughter and enjoys activities such as biking, hiking, running, swimming, photography, music, genealogy, and traveling.

Sarah Crowe is a CFP® and Series 66 licensed financial advisor with 23 years of experience, currently working at Generational Wealth Advisors. She has been with Talis Advisory Services, LLC since 2016. Crowe is also licensed as an insurance agent for life, accident, and health insurance. Generational Wealth Advisors serves individuals, high-net-worth clients, family offices, trusts, foundations, business entities, and qualified retirement plans by providing discretionary investment management and financial planning. The firm uses a multi-disciplinary team approach with a focus on strategic asset allocation, diversification, and periodic rebalancing, employing primarily institutional mutual funds, ETFs, and other investment vehicles.