Greemsboro, NC Office

Team
Updated today

Client AUM

$178,924,239,090

Clients

62,807

Advisors

12

Of 1,040 advisors across 223 offices

Location

324 W. Wendover Ave., Suite 204

Greemsboro NC 27408

Advisors at this office

12

Advisors at this office

user avatar

Teresa T

CFP®, Series 65

Greensboro, NC

Hightower Advisors

Teresa Talton is a CFP® and holds a Series 65 license with 12 years of industry experience. She has worked at Hightower Advisors since 2020, following prior roles at Stearns Financial Group and Allgen Financial Services, Inc. Teresa is based in Greensboro, NC. Hightower Advisors serves a diverse client base including individuals, institutions, pension plans, charitable organizations, and corporations. The firm offers a range of advisory services with an emphasis on manager selection and multi-manager solutions, utilizing both affiliated and third-party investment managers across various strategies and asset classes.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
user avatar

John T

CFP®, CFA®

Greensboro, NC

Hightower Advisors

John Thomas is a CFP® and CFA® with 14 years of industry experience. He has worked at Hightower Advisors since 2020 and previously spent 15 years at Stearns Financial Services Group. Outside of his advisory role, he serves as a board member and treasurer for a family corporation managing timberland and investment assets. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers alongside proprietary research and diverse investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
user avatar

Paula M

CFP®

Greensboro, NC

Hightower Advisors

Paula Mc Millan is a CFP® professional with eight years of experience in the financial services industry. She has worked at Hightower Advisors since 2020 and previously spent five years with Stearns Financial Group. Hightower Advisors delivers investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
user avatar

Tara M

CFP®

Greensboro, NC

Hightower Advisors

Tara Maxwell is a CFP® professional with 10 years of industry experience. She has worked at Hightower Advisors since 2020 and previously spent eight years at Stearns Financial Group. Based in Greensboro, NC, she currently serves clients through Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
user avatar

Phillip W

Series 63

Greensboro, NC

Hightower Advisors

Phillip Williams Jr is a financial advisor with Hightower Advisors in Greensboro, NC, holding a Series 63 designation and 14 years of industry experience. His prior roles include multiple positions at Stearns Financial Group and a year at Innosphere. He serves on the Board of Advisors for Grubb Southeast Real Estate Fund VI, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
user avatar

James J

CFP®, CFA®, Series 66

Greemsboro, NC

Hightower Advisors

James Joyce is a CFP®, CFA®, and Series 66-registered financial advisor with 14 years of industry experience. He has worked at Hightower Advisors since 2020 and previously spent 17 years at Stearns Financial Group. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing a combination of affiliated and third-party managers and proprietary research.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
user avatar

Dax D

CFA®, Series 63, Series 65

Greensboro, NC

Hightower Advisors

Dax Dixson is a CFA® charterholder with nine years of industry experience. He has worked at Hightower Advisors since 2020, following roles at Stearns Financial Group and Wells Fargo. He is based in Greensboro, NC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, offering services that span discretionary portfolio management, financial planning, and retirement consulting through its network of advisor practices.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
user avatar

Lindsay B

CFP®, Series 65

Greensboro, NC

Hightower Advisors

Lindsay Brock is a CFP® and Series 65 credentialed advisor with 10 years of industry experience. She has worked at Hightower Advisors since 2020, following roles at Stearns Financial Group and Fiduciary Investment Advisors, LLC. Outside of her advisory work, she serves as Treasurer for the Junior League of Greensboro, managing the organization’s financial operations including audits and investments. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, using a combination of affiliated and third-party managers along with proprietary research to construct diversified portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
user avatar

Courtney K

CFP®, Series 66

Greensboro, NC

Hightower Advisors

Courtney Kidwell is a CFP® and Series 66 credentialed advisor with six years of industry experience. She has worked at Hightower Advisors since 2020 and previously spent five years at Stearns Financial Group. Outside of her advisory roles, she was involved with Starmont Forest Country Club and the YMCA of Greensboro for over a decade each. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm emphasizes manager selection and multi-manager strategies, offering access to proprietary research and a range of investment vehicles to address both domestic and international investment considerations.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
user avatar

Dennis S

CFP®, ChFC®, Series 63, Series 65

Greensboro, NC

Hightower Advisors

Dennis Stearns is a CFP® and ChFC® with eight years of industry experience. He has worked at Hightower Advisors since 2020 and previously operated Stearns Financial Services Group for nearly three decades. Outside of his advisory role, he is a partner, director, and officer at Triad Growth Partners LLC, a technology business accelerator. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management, financial planning, and retirement consulting through a broad network of advisors.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
user avatar

Jason C

CFA®, Series 65

Greensboro, NC

Hightower Advisors

Jason Croy is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He has worked at Hightower Advisors since 2020, following roles at Stearns Financial Group and Captrust Financial Advisors. Based in Greensboro, NC, he serves clients through Hightower's enterprise platform. Hightower Advisors provides investment advisory and planning services to a diverse clientele, including individual and institutional investors. The firm’s approach includes manager selection, multi-manager solutions, and the use of both affiliated and third-party managers across various investment vehicles, supported by proprietary research and operational features such as monitoring and rebalancing.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
user avatar

Pamela S

Series 65

Greemsboro, NC

Hightower Advisors

Pamela Stearns is a financial advisor at Hightower Advisors with 14 years of industry experience. She holds a Series 65 designation and previously led Stearns Financial Services Group for 13 years before joining Hightower Advisors in 2020. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and various investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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")