Charlotte, NC Congress St. Office

Tamir Hornesby is a financial advisor at Citizens Securities, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses with 22 years of industry experience. His prior roles include extended tenure at TIAA-CREF and positions at Ameriprise, Wells Fargo Clearing Services, and ABC Investment Management. Outside of finance, he maintains occasional hospitality and airline roles to accommodate family travel. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory platform includes a digital advisory program using proprietary algorithms for ETF portfolios, as well as a managed account program.

Stacy Bortle is a financial advisor at Citizens Securities, Inc. in Charlotte, NC, with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Sanford C. Bernstein & Co., LPL Financial, and First Citizens Asset Management. Outside of her advisory role, she maintains independent distributorships for nutrition products and participates in online resale activities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, with integrated bank, broker-dealer, and advisory operations under Citizens Bank ownership.

John Harrigan is a financial advisor at Citizens Securities, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses with 20 years of industry experience. His prior work includes roles at Morgan Stanley, Wells Fargo, and multiple advisory and wealth management firms. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm utilizes both discretionary and non-discretionary strategies, including a proprietary digital advisory program and Managed Account program.