Top financial advisors in Elizabeth City, NC
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
When you're navigating financial decisions in Elizabeth City, NC, you might face challenges unique to a region with flat income tax and rapid population growth. Choosing an advisor who understands these local factors can help you avoid strategies that don't fit your tax environment or growth expectations.
- Local tax insight. Confirm how they incorporate North Carolina's flat income tax into your planning to avoid surprises.
- Growth-aware planning. Ask how they adjust strategies for a community experiencing rapid population changes.
- Income stability focus. Ensure they consider how local economic shifts might impact your income streams and investments.
- Experience with regional firms. Inquire about their familiarity with firms active in Elizabeth City to leverage local market knowledge.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Joseph C
ChFC®, Series 63, Series 65
Elizabeth City, NC
Cambridge Investment Research Advisors
Joseph Chory III brings 41 years of experience and holds the ChFC® designation, making him well-equipped to address retirement income strategies and business owner retirement plans in Elizabeth City, NC. Affiliated with Cambridge Investment Research Advisors, a large firm offering flat-fee and AUM-based pricing, he serves diverse clients including individuals and retirement plans, leveraging model portfolios and third-party strategists for tailored investment management.
Experience: 41 years
Avg account: $378,281
-
Aaron B
Series 66
Elizabeth City, NC
Truist Advisory Services
Aaron Brown's 18 years of experience and Series 66 designation equip him to address retirement income strategies and business owner retirement plans in Elizabeth City, NC. Working with Truist Advisory Services, a large firm offering both discretionary and non-discretionary investment solutions, he leverages model portfolios and third-party managers, differentiating him through access to extensive research and a broad client base.
Experience: 18 years
Avg account: $560,278
-
Chad W
Series 66
Wilmington, NC
Wells Fargo Clearing
Chad Weeks offers expertise in Elizabeth City, NC, with 28 years of experience and a Series 66 designation, working through Wells Fargo Clearing, a large firm known for retirement plan consulting and a disciplined IPS-driven advisory process. His flat-fee structure and focus on high-net-worth clients differentiate him from others, while his local involvement adds valuable regional insight.
Experience: 29 years
Avg account: $475,575
-
Daniel B
Series 63, Series 65
Elizabeth City, NC
Raymond James Financial
Daniel Babiy offers extensive expertise in retirement and business succession planning, supported by 33 years of experience and a strong presence in Elizabeth City through Raymond James Financial. His flat-fee structure and affiliation with a large firm serving diverse clients, including high-net-worth individuals and institutions, distinguish him from others by combining seasoned insight with flexible, transparent pricing.
Experience: 33 years
Avg account: $700,796
-
Ryan S
Series 66
Elizabeth City, NC
Edward Jones
Ryan Smith offers financial guidance in Elizabeth City, NC, with expertise in retirement income strategy, college savings, and estate planning, supported by Edward Jones' extensive resources and large-firm capabilities. His unique background includes 20 years of military service, and he operates under a fee structure of up to 1.35% annually, providing access to a broad range of advisory programs suitable for diverse client needs.
Experience: 1 year
Avg account: $246,728
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Elizabeth City, NC
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")