Chapel Hill, NC logo

Chapel Hill, NC Office

Team
Updated today

Client AUM

$3,654,322,973

Clients

379

Advisors

15

Of 16 advisors across 2 offices

Location

1450 Raleigh Road, Suite 300

Chapel Hill NC 27517-8833

Advisors at this office

15

Advisors at this office

user avatar

Johns E

CFA®, Series 63, Series 66

Chapel Hill, NC

Franklin Street Advisors INC.

Johns Ellington is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at Franklin Street Advisors, Inc. since 2015. He holds Series 63 and Series 66 licenses and is based in Chapel Hill, NC. Franklin Street Advisors, Inc. provides discretionary investment management and advisory services to a diverse client base, including high-net-worth individuals, pensions, trusts, non-profits, and governmental entities. The firm employs an open-architecture investment approach that integrates in-house management with external managers, supported by a quarterly Investment Policy Committee and a disciplined manager research process.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Private / alternative investments Real estate investing Founder/Business Owner Retired
user avatar

Joshua T

Series 66

Chapel Hill, NC

Franklin Street Advisors INC.

Joshua Turner is a financial advisor at Franklin Street Advisors, Inc. in Chapel Hill, NC, holding a Series 66 designation with 11 years of industry experience. He has been with Franklin Street Advisors since 2016. Franklin Street Advisors, Inc. provides discretionary investment management and advisory services to individuals, pooled investment vehicles, pensions, trusts, non-profits, and governmental entities. The firm uses an open-architecture approach that combines in-house management with external managers and offers strategic asset allocation models as well as bespoke mandates.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Private / alternative investments Real estate investing Founder/Business Owner Retired
user avatar

Milton B

CFP®

Chapel Hill, NC

Franklin Street Advisors INC.

Milton Brown is a CFP® professional with 16 years of industry experience, currently serving at Franklin Street Advisors, Inc. since 2009. Outside of his advisory role, he manages Annie C Charters, LLC, which owns a sportfishing charter boat operated by a professional crew during occasional for-hire trips. Franklin Street Advisors, Inc. provides discretionary investment management and advisory services to individuals, pooled investment vehicles, pensions, trusts, non-profits, and governmental entities. The firm employs an open-architecture investment approach combining in-house and external management, supported by a quarterly Investment Policy Committee and a disciplined manager-research process.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Private / alternative investments Real estate investing Founder/Business Owner Retired
user avatar

Dennis G

CFA®, Series 63

Chapel Hill, NC

Franklin Street Advisors INC.

Dennis Greenway is a CFA® charterholder with 10 years of industry experience. He has been with Franklin Street Partners, Inc. since 2015. He holds a Series 63 license and is based in Chapel Hill, NC. Franklin Street Advisors, Inc. provides discretionary investment management and advisory services to individuals, pooled investment vehicles, pensions, trusts, non-profits, and governmental entities. The firm uses an open-architecture approach combining in-house management with external managers, guided by a quarterly Investment Policy Committee and a disciplined manager-research process.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Private / alternative investments Real estate investing Founder/Business Owner Retired
user avatar

Joseph F

CFP®, CFA®, Series 63

Chapel Hill, NC

Franklin Street Advisors INC.

Joseph Fox is a CFP® and CFA® with 18 years of industry experience. He has been with Franklin Street Advisors, Inc. since 2007. The firm provides discretionary investment management and advisory services to individuals, pooled investment vehicles, pensions, trusts, non-profits, and governmental entities. Franklin Street Advisors employs an open-architecture approach combining in-house management with external managers, guided by a quarterly Investment Policy Committee and a disciplined manager-research process.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Private / alternative investments Real estate investing Founder/Business Owner Retired
user avatar

Colin B

Series 65

Chapel Hill, NC

Franklin Street Advisors INC.

Colin Bates is a financial advisor at Franklin Street Advisors, Inc. in Chapel Hill, NC, holding a Series 65 designation with seven years of industry experience. He has been with Franklin Street Advisors since 2016. Franklin Street Advisors, Inc. provides discretionary investment management and advisory services to individuals, pooled investment vehicles, pensions, trusts, non-profits, and governmental entities. The firm employs an open-architecture approach combining in-house and external managers, offering strategic asset allocation models and bespoke mandates, and serves as adviser to several private “Manager of Managers” funds.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Private / alternative investments Real estate investing Founder/Business Owner Retired
user avatar

Craig S

CFA®, Series 66

Chapel Hill, NC

Franklin Street Advisors INC.

Craig Sullivan is a CFA® charterholder with 18 years of industry experience. He has been with Franklin Street Securities, Inc. since 2012. The firm provides discretionary investment management and advisory services to individuals, pooled investment vehicles, pensions, trusts, non-profits, and governmental entities. Franklin Street Advisors employs an open-architecture approach that combines in-house and external management, guided by a quarterly Investment Policy Committee and a disciplined manager-research process.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Private / alternative investments Real estate investing Founder/Business Owner Retired
user avatar

Christy P

Series 63, Series 65

Chapel Hill, NC

Franklin Street Advisors INC.

Christy Phillips Strigel is a financial advisor with Franklin Street Advisors, Inc. in Chapel Hill, NC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. She has been with Franklin Street Advisors since 2013. Outside of her advisory role, she is a partner and officer in two non-investment businesses involved in the importation and sales of European sport horses and equestrian activities, though she does not have active management responsibilities in these ventures. Franklin Street Advisors, Inc. provides discretionary investment management and advisory services to a range of clients including individuals, pooled investment vehicles, pensions, trusts, non-profits, and governmental entities. The firm employs an open-architecture approach combining in-house and external managers, guided by a quarterly Investment Policy Committee, and offers strategic asset allocation models as well as bespoke mandates.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Private / alternative investments Real estate investing Founder/Business Owner Retired
user avatar

Matthew I

CFP®, Series 65

Chapel Hill, NC

Franklin Street Advisors INC.

Matthew Inman is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Franklin Street Advisors, Inc. since 2016. Franklin Street Advisors, Inc. provides discretionary, customized investment management to high‑net‑worth individuals and institutional clients, including pension plans and trusts. The firm employs a team-based manager research process and offers tailored mandates across equity and fixed income strategies, combining internal portfolio teams with access to third-party managers.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Private / alternative investments Real estate investing Founder/Business Owner Retired
user avatar

Todd Y

Series 65

Chapel Hill, NC

Franklin Street Advisors INC.

Todd Young is a financial advisor at Franklin Street Advisors, Inc. in Chapel Hill, NC, holding a Series 65 designation with nine years of industry experience. His prior roles include positions at KDI Capital Partners LLC and Echelon Point Advisors, LLC before joining Franklin Street Advisors. Franklin Street Advisors, Inc. provides discretionary investment management and advisory services to individuals, pooled investment vehicles, pensions, trusts, non-profits, and governmental entities. The firm employs an open-architecture approach combining in-house and external managers, guided by a quarterly Investment Policy Committee and a disciplined manager-research process.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Private / alternative investments Real estate investing Founder/Business Owner Retired
user avatar

Andrew J

Series 66, Series 65

Chapel Hill, NC

Franklin Street Advisors INC.

Andrew James is a financial advisor at Franklin Street Advisors, Inc. He holds Series 65 and Series 66 licenses and has six years of industry experience. He has worked at Franklin Street Partners, Inc. since 2002. Franklin Street Advisors, Inc. provides discretionary, customized investment management to high-net-worth individuals and institutional clients such as pension plans and trusts. The firm employs a team-based approach with dedicated equity and fixed income management, offering separately managed accounts and a Fund Advisory Program that uses mutual funds and ETFs.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Private / alternative investments Real estate investing Founder/Business Owner Retired
user avatar

Charles M

Series 63, Series 65

Chapel Hill, NC

Franklin Street Advisors INC.

Charles Mahaffey is a financial advisor at Franklin Street Advisors, Inc. in Chapel Hill, NC, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with Franklin Street Advisors since 2010. Franklin Street Advisors, Inc. provides discretionary investment management and advisory services to a range of clients including individuals, pooled investment vehicles, pensions, trusts, non-profits, and governmental entities. The firm employs an open-architecture approach that combines in-house management with external managers, guided by a quarterly Investment Policy Committee and a disciplined manager-research process.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Private / alternative investments Real estate investing Founder/Business Owner Retired
user avatar

Paul B

Series 63, Series 65

Chapel Hill, NC

Franklin Street Advisors INC.

Paul Bode is a financial advisor at Franklin Street Advisors Inc. with nine years of industry experience. He holds Series 63 and Series 65 registrations and has worked previously at Safe Harbor Family Capital, LLC and Johnson Development Associates. Franklin Street Advisors, Inc. provides discretionary, customized investment management to high-net-worth individuals and various institutional clients. The firm uses a team-based manager research process and offers separately managed accounts, combining in-house equity and fixed income management with access to third-party managers.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Private / alternative investments Real estate investing Founder/Business Owner Retired
user avatar

Richard B

CFA®

Chapel Hill, NC

Franklin Street Advisors INC.

Richard Blankenship is a CFA® charterholder with 22 years of industry experience, currently serving at Franklin Street Advisors, Inc. He has been with Franklin Street Partners, Inc. since 1997. Franklin Street Advisors, Inc. provides discretionary, customized investment management to high-net-worth individuals and various institutional clients. The firm employs a team-based manager research process and manages client portfolios on a discretionary basis, offering access to both internal portfolio teams and third-party managers.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Private / alternative investments Real estate investing Founder/Business Owner Retired
user avatar

Roger E

Series 63, Series 66

Chapel Hill, NC

Franklin Street Advisors INC.

Roger Eubanks is a financial advisor at Franklin Street Advisors, Inc. in Chapel Hill, NC, with 21 years of industry experience. He has been with Franklin Street Advisors since 2016 and holds the Series 63 and Series 66 designations. Franklin Street Advisors provides discretionary, customized investment management to high-net-worth individuals and institutional clients, utilizing a team-based approach that combines strategic and tactical asset allocation through a range of models and tailored mandates. The firm offers separately managed accounts and a Fund Advisory Program with access to both internal portfolio teams and third-party managers.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Private / alternative investments Real estate investing Founder/Business Owner Retired
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")