Greensboro, NC Office

William Chappell III is a financial advisor with Bankers Life Advisory Services, Inc. in Greensboro, NC. He holds the Series 66 designation and has two years of industry experience. Prior to his current role, he worked at several firms including Amerilife of Greensboro and Aflac. Outside of advising, he serves as Chair of the Risers Young Professionals group within the Guilford Merchants Association and is a member of its board. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across multiple asset classes.

Hailey Williams is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and one year of industry experience. Prior to her current role, she worked at Bankers Life & Casualty, Inc. and has experience in other fields including a position at Village Spa. Outside of her advisory work, she is involved with several business ventures including H Williams Capital and Mega Hotels. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analyses for security selection.

Christopher Norman is a financial advisor with Bankers Life Advisory Services, Inc. based in Greensboro, NC. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. Norman has worked with Bankers Life Securities, Inc. since 2016 and has been an insurance agent and field trainer with Bankers Life & Casualty since 2007. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to clients’ goals and risk tolerances.

Jeffery Kee is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. His work history includes roles at Bankers Life Advisory Services, Bankers Life Securities, Inc., and Bankers Life & Casualty. He is also an agent and unit field trainer with Bankers Life & Casualty. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios to clients’ goals and risk tolerances, offering strategies across various securities with ongoing performance reviews.

Mark De View is a Series 66-credentialed financial advisor with Bankers Life Advisory Services, Inc. in Greensboro, NC, bringing five years of industry experience. Prior to his advisory role, he spent 30 years at Dart Container Corporation and currently serves as a Unit Field Trainer at Bankers Life & Casualty, where he recruits and trains insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, emphasizing customized asset allocation, tax efficiency, and a combination of fundamental and technical analyses in their investment approach.

Cheryl Vinson is a Series 65 licensed advisor at Bankers Life Advisory Services, Inc. with six years of industry experience. She has been with Bankers Life since 2016. Outside of her advisory role, she serves as a trustee for an irrevocable trust and holds a secretary/treasurer position with a local business networking organization. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management as well as retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios using various securities with ongoing reviews and rebalancing.

Brittnei La Rue is a financial advisor with Bankers Life Advisory Services, Inc. in Greensboro, NC, holding a Series 66 designation and four years of industry experience. Her background includes roles at Bankers Life and Casualty, Bankers Life Securities, TD Bank, and Glens Falls National Bank. Outside of advising, she is involved with the Rotary Club of Wilmington and is a candidate for the New Hanover County School Board. Bankers Life Advisory Services, Inc. provides discretionary and non-discretionary investment management and consulting primarily for mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, periodic rebalancing, tax efficiency, and a blend of fundamental, technical, and cyclical analysis in portfolio management.

Caelan Canady is a financial advisor at Bankers Life Advisory Services, Inc. with three years of industry experience. He holds the Series 66 designation and has been associated with various entities under Bankers Life since 2017. In addition to his advisory role, he works as an insurance agent specializing in Medicare supplements, advantage plans, long-term care, and life insurance for retirement-aged individuals. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.