Seasoned financial advisors in Kings Mountain, NC

Tony Walker Jr. is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He has worked with Members Trust Company since 2022 and has been affiliated with Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2019 or earlier. Outside of his advisory roles, he serves as a financial advisory services specialist and life insurance agent within the State Employees' Credit Union system. Credit Union Investment Services serves primarily individual investors in North Carolina with non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach, with client decisions implemented at their discretion.

Keith Miller is a financial representative at Vestech Asset Management Inc. with 35 years of industry experience. He previously worked at First Allied Advisory Services, Inc. and First Allied Securities, Inc. Miller serves on several local boards, including the Kings Mountain Housing Authority and the Cleveland County Board of Equalization & Review. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm employs a combination of technical, fundamental, and cyclical analysis to manage diversified portfolios and offers both ongoing investment management and project-based planning.

Joshua Shelton is a financial advisor at Edward Jones in Kings Mountain, NC, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for Broad River Retail dba Ashley HomeStore from 2016 to 2018. Outside of his advisory role, he is vice president of C J Farms Inc in Shelby, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the country.

Jon Hoyle is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Securities America, and VOYA Financial Advisors. He has also operated as an independent Medicare agent and managed his own financial services business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary approach that incorporates fundamental, technical, and cyclical portfolio analysis.

Michele McDuffie is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Her prior roles include positions at Waddell & Reed, various insurance carriers, IDS Life Insurance Company, and American Express Financial Advisors. Outside of her advisory work, she is associated with Alfred and Charlie's BBQ House, a business she has operated since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions, through a national network of representatives. The firm offers comprehensive financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.