Greenville, NC Office

Shane Robinson is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2005. Outside of advising, Robinson is president of an insurance agency focusing on life insurance and fixed annuities, and he also leads a consulting firm that manages office operations in Greenville, NC. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, and charitable organizations, offering portfolio management and retirement-plan advice through both discretionary and non-discretionary investment approaches. The firm integrates proprietary fund screening and maintains institutional partnerships to support a broad range of investment solutions.

Brian Nethercutt is a financial advisor with Capital Analysts in Greenville, NC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes roles at The Cardinal Group Inc, Lincoln Investment, and BB&T. In addition to his advisory work, he is an adjunct business instructor at Pitt Community College and develops finance content as an independent contractor with Pearson Education. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm provides investment management through both discretionary in-house teams and non-discretionary advisors and third-party managers, utilizing a proprietary mutual-fund screening process called CAPSL.

Nicolas Brown is a financial advisor at Capital Analysts with two years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment since 2023. Outside of his advisory role, he has been employed as a golf shop attendant at McConnell Golf since 2018. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors and utilizes both discretionary and non-discretionary investment management strategies supported by an in-house research team.

James Newman is a financial advisor at Capital Analysts with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones. Outside of his advisory role, he is involved in wholesale pet food distribution through a family business and is a partner at The Cardinal Group of NC, focusing on wealth management and life insurance. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement plan advice through a network of independent advisors and an in-house investment management team using proprietary screening processes.

Andrew Cooper is a financial advisor with Capital Analysts in Greenville, NC, holding a Series 66 designation and 13 years of industry experience. He has worked at Robinson & Associates and Lincoln Investment since 2014 and previously spent a year at Ameriprise. Outside of advising, he owns Carolina Business Enterprises, a company providing accounting, payroll, and tax preparation services. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors and combines discretionary investment management by its in-house team with non-discretionary services via advisors and third-party managers.

Tyler Curlee is a financial advisor at Capital Analysts with 19 years of industry experience. He holds Series 63 and Series 65 registrations and has been associated with Lincoln Investment Planning, Inc. since 2006. Outside of advisory work, Curlee is involved in several business ventures including real estate development, insurance marketing, and home building. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a combination of in-house investment management and third-party managers, supported by a proprietary mutual fund screening process.