Greensboro, NC Office

Team
Updated today

Client AUM

$11,021,032,649

Clients

4,329

Advisors

3

Of 81 advisors across 26 offices

Location

4161 Piedmont Parkway, Suite 310

Greensboro NC 27410

Advisors at this office

3

Advisors at this office

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Colby R

CFP®

Greensboro, NC

Forvis Mazars Wealth Advisors, LLC

Colby Robinson is a CFP® professional with eight years of experience in financial advising. He has worked at several firms, including Forvis Mazars Wealth Advisors, LLC since 2024, FORVIS Wealth Advisors LLC, DHG Wealth Advisors LLC, Family Wealth Partners, and Antonich & Associates. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm provides comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan consulting, managing approximately $12 billion in assets with a disciplined, committee-approved investment approach.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
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Amy M

CFP®, Series 65

Greensboro, NC

Forvis Mazars Wealth Advisors, LLC

Amy Manning is a Certified Financial Planner (CFP®) with 16 years of industry experience. She is currently with Forvis Mazars Wealth Advisors, LLC, joining the firm in 2022 following a 14-year tenure at Dixon Hughes Goodman Wealth Advisors LLC. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm provides integrated financial planning and investment management services, managing approximately $12 billion in assets through a disciplined, committee-approved investment approach and coordinated tax and accounting services as part of its affiliation with Forvis Mazars, LLP.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
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Carson W

Series 63, Series 65

Greensboro, NC

Forvis Mazars Wealth Advisors, LLC

Carson Wannamaker is a financial advisor with Forvis Mazars Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at Dixon Hughes Goodman Wealth Advisors LLC for eight years before joining the Forvis Mazars affiliates. Outside of his advisory role, he serves as the head basketball coach for a private K-8 school and is actively involved in several community organizations, including serving as president of the Nat Greene Kiwanis Club of Greensboro. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser that provides financial planning, investment management, and consulting services to 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, with portfolios consisting of ETFs, mutual funds, bonds, equities, and separately managed accounts.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
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