Charlotte, NC 77 Center Drive Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

11

Of 10,217 advisors across 5,123 offices

Location

5200 77 Center Drive, Suite 330

Charlotte NC 28217

Advisors at this office

11

Advisors at this office

user avatar

Brian B

CFP®, Series 63, Series 65

Charlotte, NC

Cetera

Brian Benatovich is a CFP® professional with 11 years of industry experience, currently serving at Cetera in Charlotte, NC. His prior experience includes roles at LPL Enterprise, The Prudential Insurance Company of America, and Bankers Life. He volunteers as a board member and financial committee member of the nonprofit Charlotte Curling Association, assisting with the club’s financial management. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services through a multi-manager platform with access to affiliated and third-party managers, supporting multiple program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Jabbar J

Series 63, Series 66

Charlotte, NC

Cetera

Jabbar Jamison is a financial advisor at Cetera with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at MassMutual Investors Services, New York Life, and BB&T. Outside of advising, he has a minority ownership interest in an energy drink company, Premier Manufacturing LLC/Zenedge. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing over $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Centario G

Series 63, Series 65

Charlotte, NC

Cetera

Centario Grier is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Mass Mutual Investors Services and NYLIFE Securities, among other firms. Grier is a 50% owner of J&G Legacy Financial Group LLC, which operates for Cetera business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Frank S

Series 63, Series 66

Charlotte, NC

Cetera

Frank Summers is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Edward Jones and MassMutual. Outside his advisory role, Summers serves on the board of Monroe Road Advocates, participates in the Rainbow Foster Network executive committee, and works as an adjunct instructor and academic advisor for insurance education programs. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers and various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Matthew K

Series 66

Charlotte, NC

Cetera

Matthew Knight is a financial advisor at Cetera with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones. Outside of his advisory role, he serves as an at-large board member for the Forest Hills Swim Club in Lancaster County. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of investment and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers various portfolio management options and investment platforms, managing over $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Nicholas B

Series 63, Series 65

Charlotte, NC

Cetera

Nicholas Batten is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and eight years of industry experience. He joined Cetera in 2019 after working briefly at Foresters Financial Services and earlier employment including Bass Pro Shops and UNC Charlotte. Outside of his advisory role, he is a co-owner of CNL Management, LLC, a family-owned rental property business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a large nationwide network of independent advisors and a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various investment program options, providing discretionary and non-discretionary portfolio management and financial planning services.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Stephanie D

Series 66, Series 63

Charlotte, NC

Cetera

Stephanie Diaz is a financial advisor with Cetera in Charlotte, NC, holding Series 63 and Series 66 licenses and nine years of industry experience. She has been with Cetera and its affiliated entities since 2019, with prior experience at Foresters Advisory Services and LPL Financial. Outside of her advisory work, she is involved in the sale of medical-grade alkaline water ionization solutions through an entrepreneurial venture called Enagic. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, employer-sponsored retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Qutevia W

Series 66

Charlotte, NC

Cetera

Qutevia Weaver is a Series 66 licensed financial advisor at Cetera with nine years of industry experience. Her prior roles include positions at Bank of America, Truist Investment Services, and BB&T. Outside of her advisory work, she owns and operates a financial literacy education company and a scholarship foundation. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Sindy W

Series 63, Series 66

Charlotte, NC

Cetera

Sindy Wylie is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has been with Cetera and its affiliated entities since 2019, following long tenures at Foresters Financial Services and Foresters Advisory Services. Outside of her advisory role, Wylie is a certified divorce financial analyst and serves on the boards of the Charlotte Collaborative Divorce Professionals and the American Cancer Society. Cetera Investment Advisers LLC is a nationwide SEC-registered firm supporting individuals, retirement plans, corporate, charitable, and institutional clients through a variety of portfolio management and financial planning services. The firm operates a multi-manager platform that offers a range of program options and access to affiliated and third-party managers, overseeing more than $256 billion in assets through a large network of advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Antonius H

CFP®, Series 66

Charlotte, NC

Cetera

Antonius Hendrix is a CFP® professional with eight years of industry experience, currently affiliated with Cetera. His prior experience includes seven years at Edward Jones and roles at Charlotte Business Advisors LLC and SPGPrints. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to various program structures and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Frances W

CFP®, Series 63, Series 66

Charlotte, NC

Cetera

Frances Worthington is a CFP®-certified financial advisor with 23 years of industry experience, currently working at Cetera in Charlotte, NC. She has held roles at several firms, including MassMutual Life Insurance Company and Park Avenue Securities. Worthington serves as president of the Society of Financial Services Professionals and is a board member of Women in Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a nationwide network of advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")