Top inherited wealth financial advisors in Concord, NC

Caleb Wyckoff is a financial advisor with Merrill in Huntersville, NC, holding a Series 66 designation and three years of industry experience. He has worked at Bank of America N.A. and Merrill since 2023 and previously spent seven years at Harris Teeter. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gerald Craig is a financial advisor at IFG Advisory, LLC with over 33 years of industry experience. He holds the CFP® and ChFC® designations and has worked at IFG Advisory since 2016. Prior to this, he has been associated with LPL Financial and Carolina Planning Consultants, LLP for over two decades. IFG Advisory, LLC provides comprehensive investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of analytical approaches and utilizes sub-advisors and third-party managers to tailor investment strategies that align with client objectives.

Jorden Masson is a financial advisor with Credit Union Investment Services in Concord, NC, holding Series 65 and Series 63 licenses and with three years of industry experience. He has worked with SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union, where he provides financial advisory services to eligible members. Credit Union Investment Services serves individual investors residing in North Carolina, offering goals-based, non-discretionary portfolio management and financial planning with a focus on long-term investment horizons primarily using mutual funds, ETFs, and fixed income products. The firm operates within a credit union ecosystem and emphasizes the use of low-cost index funds and salaried investment representatives.

Kevin O'Hare is a financial advisor with Fifth Third Securities, Inc. in Concord, NC, holding a Series 66 designation and 25 years of industry experience. He has been with Fifth Third Securities since 2008. Outside of his advisory role, he serves as an independent soccer referee in Charlotte, NC. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a unique combination of municipal-advisor registration and bank affiliation.

Jeffrey Mccue is a financial advisor with Cambridge Investment Research Advisors in Concord, NC, holding Series 63 and Series 66 registrations and 29 years of industry experience. Prior to joining Cambridge in 2024, he worked at LPL Financial and Independent Advisor Alliance from 2017 to 2024, among other firms. He is also affiliated with Focus Wealth Planning as an Investment Advisor Representative. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides a range of portfolio management options, including proprietary model strategies and access to unaffiliated strategists, with both discretionary and non-discretionary approaches tailored to client objectives.

As a comprehensive financial planning firm we can assist you with your investment management, social security, debt management, budgeting, net-worth tracking, overall organization, tax planning, charitable planning, insurance review, and much more. As a flat fee firm we know the stock market isn't the only solution for your investment problems and love to brainstorm real estate, small business, private credit, and other alternative investment options that lead to the main goal. To improve your financial life and increase your net-worth. If you want a second set of eyes on your investments or financial decisions then feel free to give us a call and we'll talk through if we are a good fit for you. If not, then we will point you in the right direction.

I'm a fiduciary & CERTIFIED FINANCIAL PLANNER living in Indianapolis, Indiana but serving clients nationwide. For years I've helped individuals and families plan for retirement and other imporant financial decisions. In college, I studied economics with a concentration in finance. After college, I worked for large wealth management firm in Indiana and then a boutique financial advising office specializing in retirement planning. That firm was later acquired and after a few years working for the acquiring firm I left to start WealthGuides. As an advisor I've worked with clients age 22 to 92. While I've worked with a wide range of people, I've always found my passion was with working with people to create a plan for retirement. As an advisor I provide guidance to my clients on taxes, their investment portfolios, estate planning, & charitable giving amongst others areas. I show people where they can save on taxes and I give clarity and strategies for how my clients can maximize the potential for what they can spend on themselves and give to others. On the personal side I'm a runner, a reader, a cat dad, and a traveler. I also enjoy sipping on a nice glass of wine or whiskey.

Khatuna Tkebuchava is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in guiding clients through significant life events, including college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, socially responsible, values-based, and ESG investing, women and wealth, and tax minimization. Born and raised in Georgia, Khatuna moved to Boston, Massachusetts in 1997 where she began her family. She currently resides in Newton. Khatuna holds a Bachelor's Degree from Georgian Technical University and a Master's Degree from GIPA. She is a Personal Investment Advisor (PIA) and is affiliated with the MFA. Khatuna is fluent in Russian and English. Outside of her professional work, she is involved in community activities such as the Walk for Hunger. Her personal interests include antiquing, cooking, gardening, hiking, interior decorating, music, spending time with family, traveling, and yoga.

I work with my clients to identify their goals and dreams, assisting them in navigating their individual roadmaps strategically and efficiently toward financial well-being. I was inspired to become a CFP® after spending years in the accounting and tax industry. I worked for Arthur Andersen, LP in New York City as an auditor and later joined my father, Robert Susko, in his tax practice. I recognized the need to serve my clients beyond my role as a Certified Public Accountant. Over the years, I observed how uncomfortable my clients were discussing their finances and how underprepared they were for their retirement. What kept me awake at night though, was how dependent one spouse typically was on the other for handling all the household finances. I noticed traditionally this role fell upon the husband. Since women typically outlive men, I saw too many widows grieving the loss of their spouse while simultaneously trying to put the pieces of their financial puzzle together. I vowed to change this trend. That is why I earned my CFP and why I am so passionate about helping families plan for the future.

Finance has been an interest and passion of mine as long as I can remember. As a child, my dad would teach me about investing and I was fascinated that I could earn a little bit of money and then it could grow on it’s own. Those simple principles were built on throughout my childhood and studying finance in college was a natural fit. I graduated from Texas A&M University with Bachelor degrees in both accounting and finance. Upon graduating, I limited my job search to my beloved hometown (Austin) where the woman I love (Kaimey) was living. I accepted an auditor position with the state government and traveled around Texas performing financial and compliance audits. Even though it wasn’t my dream job because everyone hates auditors, I took a lot of pride in working with my clients instead of against them. In those years while auditing, Kaimey and I were married, I obtained my CPA (Certified Public Accountant) and CIA (Certified Internal Auditor) designations, and we added twins to our family, Hudson and Harper. When life settled down a bit after the twin infant/toddler years, I decided to shift careers and focus on my passion of personal financial planning. I was fortunate to join a fee-only financial planning company where I advised high net-worth clients and managed other planners. This was a good home to me for several years, and during that time I added my CFP® (CERTIFIED FINANCIAL PLANNER™) and LHIC (Life and Health Insurance Counselor) designations to my other credentials. In 2018 we felt God calling us to something new for our family. I took a leap of faith to leave my comfortable job and start my own business. And Avant Financial Advisors was born! We are excited to use this company to help others and make our clients’ dreams become financially possible. Hudson and Harper are teenagers now and keep our family’s free-time full! We love supporting them in their activities and being involved in their school. We spend lots of time outside: hiking, biking, being on the lake, and exploring around Austin. We love to travel and discover new-to-us places in this big, beautiful world, but coming home always feels great too.