Top financial advisors working with executives in Morehead City, NC

Angelia King is a financial advisor with Capitol Securities Management, Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Capitol Securities Management since 2014 and was previously with Silver Linings from 2020 to 2021. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors by offering brokerage and investment advisory services, comprehensive financial planning, and pension consulting. The firm manages assets through various accounts and programs, utilizing a range of investment instruments and providing access to third-party money managers and model portfolios.

Carlo Oldani is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Truist Advisory Services and Truist Investment Services since 2021 and was previously with BB&T Securities for eight years. He serves on the local board of directors for Public Radio East, a volunteer role supporting the regional NPR affiliate in Eastern North Carolina. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary manager relationships and third-party platforms.

Ryan Morris is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory role, he serves as the head varsity baseball coach at Croatan High School in Newport, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated services through a large network of advisors and branch offices.

Kirby Sloan is a CFP® certificant with nine years of industry experience, currently affiliated with Commonwealth Financial Network. His prior experience includes roles at Edward Jones and Villanor Private Wealth. He is also the owner of Sloan Financial Group, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Morgan Edmondson is a financial advisor with Ameriprise in Greenville, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2024, Morgan worked at Page and Smith, PA from 2022 to 2024. Outside of financial advising, Morgan supports the Young Farmers and Ranchers program in North Carolina, which promotes agriculture education and awareness in the farming community. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. 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, and institutional investors.

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.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.