Charlotte, NC Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$11,021,032,649
ClientsTotal clients
4,329
AdvisorsAdvisors at this office
3
Of 81 advisors across 26 offices
Location
4350 Congress Street, Suite 900
Charlotte NC 28209
Advisors at this office
3
Advisors at this office
Henry S
Series 65
Charlotte, NC
Forvis Mazars Wealth Advisors, LLC
Henry Soule is a financial advisor at Forvis Mazars Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Restoration Hardware and Purdue University. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, consulting, and family-office style services, managing approximately $12 billion in assets.
Paige Y
CFP®, Series 66
Charlotte, NC
Forvis Mazars Wealth Advisors, LLC
Paige Yeomans is a CFP® and Series 66-licensed financial advisor at Forvis Mazars Wealth Advisors, LLC with three years of industry experience. Her background includes roles at Guardian Life Insurance Company, Park Avenue Securities, and Northeast Private Client Group. Yeomans has also been involved with Lake Mohawk Country Club during her career. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets, employing a discretionary investment approach guided by an Investment Policy Statement and leveraging a range of investment vehicles, with integrated financial planning and coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.
Anthony B
Series 66
Charlotte, NC
Forvis Mazars Wealth Advisors, LLC
Anthony Bridges is a financial advisor at Forvis Mazars Wealth Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Prior to his financial services career, he was involved in education at the University of North Carolina Wilmington and Richard J. Reynolds High School. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm provides financial planning, investment management, and consulting services, managing approximately $12 billion in assets while integrating wealth management with coordinated tax and accounting services through its affiliation with a national professional services firm.
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