CFP®-certified financial advisors in Lumberton, NC

Henry Leggette is a financial advisor with Raymond James Financial in Lumberton, NC, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been associated with Raymond James Financial and its affiliates since 2000 and serves as president of HTL Wealth Management, Inc., a support company he owns. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools and models to support client goals, and maintains specialized programs such as municipal advising and SIMPLE IRA employer consulting.

Tony Bullard is a financial advisor with Truist Advisory Services in Lumberton, NC, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has worked with Truist Advisory Services and Truist Investment Services since 2021 and previously spent 21 years with Bb&T-affiliated firms. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs AI-enabled tools in its research to support client portfolios.

Darek Hunt is a financial advisor with Aurora Strategic Advisors, LLC in Lumberton, NC, holding Series 63 and Series 65 designations and over 23 years of industry experience. He has been with Aurora Strategic Advisors since 2015 and is also licensed as a life insurance producer, with insurance activities ancillary to his advisory role. Aurora Strategic Advisors serves individual clients, including both high-net-worth and non-high-net-worth households, offering portfolio management and financial planning services. The firm manages approximately $24.4 million in assets and combines investment advisory with insurance product placement through its affiliated insurance agency.

Desmond Taylor is a financial advisor with CreativeOne Securities, LLC and holds a Series 66 designation. He has six years of industry experience and has worked with Creativeone Wealth, LLC and CLC Financial. Taylor serves on the boards of the Douglas Byrd Academy of Finance, focusing on financial literacy education, and Stanton Hospitality House, which provides support to families in medical crisis. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management and offers a range of services including financial planning, portfolio management, and retirement-plan fiduciary services through a network of 127 advisors.

Richard Hartney Jr. is a financial advisor with Valic Financial Advisors in Lumberton, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Valic Financial Advisors since 1999 and also serves as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

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.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.