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 and Equitable Advisors, and he serves as a Platoon Leader in the North Carolina National Guard. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans through discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment process with tactical asset allocation, primarily using equities, ETFs, and fixed income, supported by third-party financial-planning tools to customize client risk profiles.

Evan Cutler is a financial advisor with Buck Wealth Strategies, LLC, holding a Series 65 license and four years of industry experience. He 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 awareness. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation, primarily utilizing equities, ETFs, and fixed income.

John Ingraham is a financial advisor at Buck Wealth Strategies, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at J.W. Cole Advisors, Inc. since 2016. In addition, he has operated John Ingraham LLC since 2004, where he serves as president of First Financial Education Centers, a business focused on insurance and annuities. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment process with tactical asset allocation and utilizes third-party financial-planning tools to customize client risk profiles.

Timothy White is a financial advisor with Buck Wealth Strategies, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at notable firms including Edward Jones, Merrill, and Bank of America. In addition to his advisory role, he is licensed as an insurance agent with E.A. Buck Insurance. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan advisory and consulting services. The firm uses a top-down, macro-environmental investment approach with tactical asset allocation and operates in partnership with AE Wealth Management and Achieve Retirement for enhanced platform and referral resources.