Shallotte, NC Office

Trent Richardson is a financial advisor at Buck Wealth Strategies, LLC in Shallotte, NC, holding Series 65 and Series 63 licenses with two years of industry experience. His prior roles include positions at Symphony One Capital Management, Equitable Advisors, and Comprehensive Financial Consultants. He serves as a Platoon Leader in the North Carolina National Guard. Buck Wealth Strategies provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, and employer-sponsored plans. The firm employs a top-down macro investment approach with tactical asset allocation and sector rotation, notably incorporating options strategies and third-party money managers.

Evan Cutler is a financial advisor at Buck Wealth Strategies, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at John Ingraham, LLC and Midland National Annuity. Outside of advising, he is the founder of the Cutler Foundation, a nonprofit organization focused on Parkinson’s disease through the Pushups for Parkinsons initiative. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro investment approach with tactical asset allocation and is notable for its use of options strategies and integration of outside money managers.

John Ingraham is a financial advisor at Buck Wealth Strategies, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at J.W. Cole Advisors, Inc. for six years. Ingraham is also president of First Financial Education Centers, a business focused on insurance and annuities. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro approach that emphasizes tactical asset allocation and sector rotation, integrating third-party money managers and unique strategies such as options trading.

Timothy White is a financial advisor with Buck Wealth Strategies, LLC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Edward Jones, Merrill, Bank of America, Cambridge Investment Research, and Thrivent Financial. He is also an insurance agent with E.A. Buck Insurance. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans, providing discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach with tactical asset allocation and frequently uses options strategies and outside money managers to implement client portfolios.