Top financial advisors working with women business owners in North Carolina

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.

Arjun Aggarwal is a financial advisor with Morgan Stanley in Raleigh, NC, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling techniques.

Robert Pike is a CFA® charterholder with 20 years of industry experience. He is affiliated with Sheets Smith Wealth Management in Winston Salem, NC, and has been with Stratford Advisors, Inc. since 2004. Sheets Smith Wealth Management serves individuals, families, trusts, foundations, endowments, and retirement plans, providing customized investment management and financial planning. The firm employs a long-term, buy-and-hold strategy for equities combined with tactical fixed-income adjustments, serving clients including senior corporate executives and heirs.

Mitchell Hodgkiss is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves on the Board of Directors for the Pi Kappa Alpha KK Alumni Association. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Andrew Driscoll is a financial advisor at Lake Effect Wealth LLC in Charlotte, NC, holding a Series 65 designation with six years of industry experience. He previously worked at Grandview Analytics from 2015 to 2019 before founding Lake Effect Wealth, where he has been the sole advisor since 2019. Lake Effect Wealth serves individuals, including high-net-worth clients, as well as corporations and businesses, offering discretionary portfolio management alongside project-based and comprehensive financial planning. The firm employs a passive investment strategy based on Modern Portfolio Theory, incorporating low-turnover, tax-aware portfolio construction, and distinguishes itself by providing business planning and employee benefits optimization services uncommon among independent solo advisers.

Amanda Colon is a Financial Advisor at Merrill Lynch Wealth Management, where she has served for nearly five years. She specializes in guiding women executives, business owners, and families through retirement planning, business transitions, and various life changes. Amanda provides tailored financial strategies focused on areas such as college education planning, family wealth management, legacy planning, and philanthropic planning, among others. Amanda holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned her Bachelor's Degree from the University of North Texas. Fluent in English and Spanish, Amanda combines her diverse cultural background and extensive experience across multiple industries to support clients in financial clarity and life fulfillment. Outside of her professional role, Amanda enjoys performing music as a singer-songwriter, traveling, and spending time with her family. She lives in North Texas with her husband, daughter, and two dogs.

Kelly Lynch Moloney is a CFP® and Series 65 registered financial advisor at Palisade Capital Management, LP with five years of industry experience. She has worked at Palisade since 2025 and previously spent time with Orange Investment Advisors, Inc. and Hudson Valley Investment Advisors, Inc. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including corporations, public pension plans, family offices, and individual investors. The firm employs a research-intensive, bottom-up fundamental investment approach across multiple strategies and serves as a sub-adviser to mutual funds and collective investment trusts.

Emilio Egea is a financial advisor with HB Wealth who holds a Series 65 designation and has two years of industry experience. He previously worked at HB Wealth (formerly WMS Partners, LLC) for four years and spent five years at Loyola University. HB Wealth Management provides wealth and investment management, as well as financial planning, to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers discretionary portfolio management, incorporates both quantitative and qualitative due diligence across a range of public and private investment strategies, and provides outsourced chief investment officer and institutional advisory services.

Women often take career breaks for caregiving, have lower lifetime earnings, and live longer, all of which can affect long-term financial stability. We get it. You’re not thinking about just getting by in retirement - you want to thrive. You want more freedom and peace of mind and want to truly enjoy life both now and in the future. I've taken a unique path in traveling the world for 6-months, have traveled to over 30 countries and went from banking in Chicago for 15 years to doing financial planning at wineries in Napa Valley. I'm here to support you wherever your life and unique journey - take you! Whether you're planning/preparing for retirement, want to travel more, retire early, start your own business, are managing a career change, or balancing caregiving responsibilities - I use my passion and 25+ years of finance experience working with trust clients, 401(k) investments and financial planning to build a customized financial plan and investment portfolio that’s based on your unique situation, goals and aspirations. We believe everyone deserves access to financial advice and help a range of clients. Please don't be shy in reaching out and setting up a complimentary consultation. We promise to talk about money in an easy-to-understand and 100% judgement-free zone. It’s possible - we can make talking about money fun! I love working with clients virtually across the nation and am active on LinkedIn - you can also check me out and get to know me more there! Education: University of Illinois at Urbana Champaign - Bachelor of Science, Finance Northwestern University Kellogg School of Management - MBA, Finance & Strategy

Willa Lande is a financial advisor at Edward Jones in Hamilton, MT, holding Series 63 and Series 65 licenses with 33 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.