Charlotte, NC Office

Daniel Speer is a CFP® and ChFC® with 19 years of experience in the financial industry. He has been with Fisher Investments since 2006. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach that integrates quantitative and qualitative research to construct globally diversified portfolios and offers services including sub-advisory and retirement plan management.

James Baird is a Series 65-licensed financial advisor with Fisher Investments in Charlotte, NC, where he has worked since 2019. He has six years of industry experience, including four years at Holiday Retirement prior to joining Fisher. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and provides a range of sub-advisory and retirement plan services.

Justin Plante is a financial advisor at Fisher Investments with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hennion & Walsh, Inc. and Nuveen Securities LLC. Based in Charlotte, NC, he has been with Fisher Investments since 2026. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized Investment Policy Committee and employs tax-aware strategies and risk management techniques, serving a diverse client base that includes pension plans, foundations, and high-net-worth individuals.

Mohammed Abdelaziz is a financial advisor at Fisher Investments with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Equitable Distributors, LLC. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates, along with sub-advisory and retirement plan services. The firm’s investment decisions are guided by a centralized policy committee using quantitative and qualitative research to construct diversified portfolios.

Anthony Metz is a financial advisor at Fisher Investments based in Charlotte, NC, with seven years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2017. Outside of his advisory role, Metz serves as Treasurer and a board member of the Spinuzza Family Foundation, which focuses on pancreatic cancer research. Fisher Investments provides discretionary portfolio management to a global client base that includes institutions, foundations, and high-net-worth individuals. The firm uses a centralized investment approach combining quantitative and qualitative methods to manage diversified portfolios across multiple asset classes.