Raleigh, NC Office

Team
Updated today

Client AUM

$11,021,032,649

Clients

4,329

Advisors

2

Of 83 advisors across 26 offices

Location

2501 Blue Ridge Road, Suite 500

Raleigh NC 27607

Advisors at this office

2

Advisors at this office

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Richard S

CFP®

Raleigh, NC

Forvis Mazars Wealth Advisors, LLC

Richard Spaulding is a CFP® professional at Forvis Mazars Wealth Advisors, LLC with four years of industry experience. His prior roles include positions at Greenleaf Trust and Indiana Trust Wealth Management. He currently works in Raleigh, NC. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, discretionary and non-discretionary investment management, and family-office style services, managing approximately $12.0 billion in assets.

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

Series 63, Series 65

Raleigh, NC

Forvis Mazars Wealth Advisors, LLC

William Sneed Jr. is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wealth Advisor Group LLC. Outside of his advisory role, he serves as President of All Jesus Ministries and works part-time as a non-compensated associate of B&K Lawn Care. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser providing financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofits, managing approximately $12 billion in assets. The firm integrates wealth management with coordinated tax and accounting services through its affiliation with a national professional services parent.

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