Carolina Financial Advisors, Inc.

Christopher Jones is a CFP® with 13 years of industry experience and a CPA since 1982. He is a principal at Carolina Financial Advisors, Inc. in Greensboro, NC. Outside of his advisory work, he is involved in management consulting and accounting for two self-storage businesses. Carolina Financial Advisors, Inc. provides discretionary portfolio management and financial planning services to individuals, trusts, estates, corporations, retirement plans, and non-profit organizations. The firm emphasizes preservation of principal through quality and diversification, employing both fundamental and technical analysis, and offers a Values Based Investing option aligned with traditional Christian values.

William Poland is a CFP® with 22 years of experience in financial advising. He has worked at Carolina Financial Advisors, Inc. since 2017 and previously held positions at Raymond James Financial Services and Beacon Capital Advisors. Poland is also the owner and president of an insurance agency, Kingdom Vision Financial, Inc., where he oversees insurance sales and supervision. Carolina Financial Advisors, Inc. provides discretionary portfolio management and financial planning services to individuals, trusts, estates, corporations, retirement plans, and non-profit organizations. The firm focuses on preservation of principal through quality and diversification, using both fundamental and technical analysis, and offers a Values Based Investing option aligned with traditional Christian values.

Patrick Williford is a financial advisor with Carolina Financial Advisors, Inc. in Greensboro, NC, holding a Series 66 designation and six years of industry experience. Prior to joining Carolina Financial Advisors in 2024, he worked at Merrill from 2019 to 2023, and has experience in the outdoor industry with Pure Fishing as well as an academic background at Clemson University. Carolina Financial Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, corporations, retirement plans, and non-profit organizations. The firm emphasizes preservation of principal through quality and diversification, using both fundamental and technical analysis, and offers a Values Based Investing option aligned with traditional Christian values.

David Belk is a CFP® professional with 26 years of industry experience, currently serving at Carolina Financial Advisors, Inc. He has held roles at Old North State Trust Company and Financial Security Management, Inc., and is president and owner of Belk & Associates DBA Belk Financial Group, where he manages life insurance and related financial products. Carolina Financial Advisors, Inc. provides discretionary portfolio management and financial planning to individuals, trusts, estates, corporations, retirement plans, and nonprofit organizations. The firm focuses on preservation of principal through quality and diversification, employing both fundamental and technical analysis, and offers a Values Based Investing option aligned with traditional Christian values.