Horizon Financial Services, LLC

Scott Walker is a financial advisor at Horizon Financial Services, LLC in Winston Salem, NC, with 18 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Horizon Financial Services since 2011. In addition to his advisory role, Walker is also an insurance agent involved in insurance product sales and services. Horizon Financial Services provides discretionary asset management, financial planning, ERISA 3(21) plan advisory, donor-advised fund management, and co-advisor services to individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm employs a combination of charting, fundamental, and technical analysis with both long- and short-term trading strategies and distinguishes itself through public education seminars and its multi-channel implementation approach.

John Brais is a financial advisor at Horizon Financial Services, LLC with 17 years of industry experience. He holds a Series 65 designation and has been with Horizon Financial Services since 2011. Outside of his advisory role, he is president and CEO of New Horizon Financial Services, Inc., an insurance sales and services business. Horizon Financial Services provides discretionary asset management and financial planning for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm typically serves individuals and families with approximately $1 million in investable assets, employing a combination of proprietary model portfolios, sub-advisors, and a range of analytical methods.

Samuel Merrick Jr. is a financial advisor at Horizon Financial Services, LLC in Winston Salem, NC, holding a Series 65 designation with two years of industry experience. Prior to joining Horizon Financial Services, he spent 11 years at Summit School. Horizon Financial Services provides discretionary asset management, financial planning, ERISA 3(21) fiduciary services, and consulting for individuals, families, pension plans, and charitable organizations. The firm typically serves clients with approximately $1 million in investable assets and implements portfolios using variable annuity subaccounts, mutual funds, and donor-advised fund accounts.

Angel Moorefield is a financial advisor at Horizon Financial Services, LLC in Winston Salem, NC, holding a Series 65 designation. Moorefield has been with Horizon Financial Services since 2023 and has prior experience at Short Street Kitchen, Summit Credit Union, SunTrust Bank, and Michael C. Riley Elementary School. Horizon Financial Services provides discretionary asset management, financial planning, and fiduciary services for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm typically serves individuals and families with approximately $1 million in investable assets, utilizing a combination of proprietary model portfolios, sub-advisors, and various investment platforms to implement tailored investment strategies.

Joseph Perkins is a financial advisor with Horizon Financial Services, LLC in Winston Salem, NC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance. Perkins is also an insurance agent involved in insurance sales and services. Horizon Financial Services serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses with discretionary asset management, financial planning, ERISA 3(21) plan advisory, donor-advised fund management, and co-advisor services. The firm employs a mix of charting, fundamental, and technical analysis, using both long- and short-term trading strategies, and offers public seminars and workshops on retirement and financial planning.

Jared Johnson is a financial advisor at Horizon Financial Services, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Advantax Advisory Services and Penn Mutual Life Insurance Co. In addition to his advisory role, he owns and operates Jared G. Johnson, CPA, PLLC, providing accounting and tax preparation services. Horizon Financial Services serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses with discretionary asset management, financial planning, and consulting. The firm uses a combination of charting, fundamental, and technical analysis with both long- and short-term trading strategies, and is noted for its public education seminars and workshops on retirement and financial planning.