Blue Financial

Harrison Clark is a financial advisor at Blue Financial with a Series 66 designation and two years of industry experience. Prior to joining Blue Financial, he worked at UBS Financial Services and the Federal Deposit Insurance Corporation. Blue Wealth Inc. provides discretionary asset management and financial planning services to individuals, small businesses, trusts, estates, and high-net-worth clients. The firm manages approximately $145 million across about 324 client relationships and employs tailored investment strategies focusing on long-term objectives without the use of short sales, margin, derivatives, leverage, or options.

Taylor Funke is a financial advisor at Blue Financial in Charlotte, NC, with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including 49 Wealth Management and Oakwood Capital Securities. Outside of his advisory role, he is involved with Financial Independence Group, focusing on due diligence for insurance products suitable for clients. Blue Wealth Inc. provides discretionary asset management and financial planning services to individuals, small businesses, trusts, estates, and high-net-worth clients. The firm manages approximately $145 million across about 324 client relationships, tailoring investment strategies to client goals and employing a long-term approach without using margin, options, or leverage.

Giana Lombardo is a financial advisor at Blue Financial in Charlotte, NC, holding a Series 65 designation with one year of industry experience. Her prior roles include positions at Blue Wealth Inc. and Cobblestone Capital Advisors. Blue Wealth Inc. provides discretionary asset management and financial planning to individuals, small businesses, trusts, estates, and high-net-worth clients. The firm employs tailored investment strategies based on fundamental and technical analysis with a long-term orientation and offers educational seminars for clients and prospects.

Evan Calott is a financial advisor at Blue Financial with eight years of industry experience and holds a Series 65 credential. He has worked at Blue Financial since 2014 and spent five years at J.W. Cole Advisors, Inc. prior to his current role. Calott is also the owner and a licensed insurance agent at Blue Financial, Inc., where he dedicates significant time to insurance planning. Blue Wealth Inc. provides discretionary asset management and financial planning services to individuals, small businesses, trusts, estates, and high-net-worth clients. The firm manages approximately $145 million and emphasizes tailored investment strategies with a long-term orientation, offering educational seminars and workshops to clients and prospects.

Ronald Powell is a CFP® with 10 years of industry experience currently serving at Blue Financial, Inc. He has worked at Blue Financial since 2014 and has prior experience with Global Financial Private Capital, LLC and J.W. Cole Advisors, Inc. In addition to his advisory role, Powell is an owner and licensed insurance agent at Blue Financial, focusing on insurance planning. Blue Wealth Inc. provides discretionary asset management and financial planning services to individuals, small businesses, trusts, estates, and high-net-worth clients. The firm manages approximately $145 million across more than 320 client relationships, using tailored investment strategies with a long-term focus and offering educational seminars that cover a wide range of financial planning topics.

Briggs Bouchillon is a CFP® with four years of industry experience, currently affiliated with Blue Financial in Charlotte, NC. His prior roles include positions at The Vanguard Group and Jordan Lash. Blue Wealth Inc. provides discretionary asset management and financial planning to individuals, small businesses, trusts, estates, and high-net-worth clients, managing approximately $145 million across about 324 client relationships. The firm’s investment strategies are tailored to client goals and risk tolerance, emphasizing long-term orientation without the use of short sales, margin, derivatives, leverage, or options.

Evan Mc Coy is a financial advisor at Blue Financial with one year of industry experience. He holds a Series 66 credential and has held prior roles at Trinity Wealth Securities, Florida Financial Advisors, and the Dubois Center at UNC Charlotte Center City. Outside of advisory work, he is also an insurance agent focusing on fixed insurance sales. Blue Wealth Inc., where Evan is affiliated, provides discretionary asset management and financial planning services to individuals, small businesses, trusts, estates, and high-net-worth clients. The firm manages approximately $145 million across about 324 client relationships and employs a long-term, tailored investment approach without the use of short sales, margin, derivatives, leverage, or options.

Nathan Carey is a financial advisor at Blue Financial with two years of industry experience. He holds a Series 65 designation and previously worked at Equitable Advisors and Roanoke College. Carey is also a licensed insurance agent involved in insurance planning activities. Blue Wealth Inc., the firm where Carey works, provides discretionary asset management and financial planning services to individuals, small businesses, trusts, estates, and high-net-worth clients. The firm manages approximately $145 million across about 324 client relationships and emphasizes tailored investment strategies without the use of short sales, margin, derivatives, leverage, or options.