Charlotte, NC Fairview Road Office

Alberto Esparza is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Transamerica Financial Advisors, Dream Builders, Inc., and Blue Cross Blue Shield. Outside of advisory work, he is an independent sales agent for health insurance products affiliated with Blue Cross Blue Shield and Transamerica Financial Advisors. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm integrates a range of analytic approaches and offers access to third-party investment advisors, emphasizing service to non-high-net-worth individuals.

David Block is a CFP® professional with 33 years of industry experience, currently affiliated with IP Financial Advisory Services LLC in Charlotte, NC. His prior roles include positions at Lifemark Securities Corp. and Invest Financial Corp. Outside of financial advising, he is the owner of Destiny Results Coaching LLC, which focuses on life and business coaching, and serves as a board member for NYC Basket Brigade Inc., a nonprofit that organizes Thanksgiving food basket distributions to families in need. He is also the CEO of TaxMaster Financial Service Corporation, a firm providing tax planning, payroll tax services, fractional CFO services, and advisory support. IP Financial Advisory Services LLC primarily serves individual retail clients through portfolio management, financial planning, and consulting services, including access to third-party investment managers. The firm emphasizes tailored investment strategies with discretionary management options and offers specialized advisory services such as actuarial analysis and insurance consulting.

Louis Woodbeck is a Series 65-licensed financial advisor with IP Financial Advisory Services LLC in Charlotte, NC, bringing three years of industry experience. His work history includes roles at Innovation Partners LLC and IP Financial Advisory Services LLC since 2021, as well as prior experience with Swim Club Management Group and Red Beard Farms. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm emphasizes customized portfolios for non-high-net-worth individuals and offers access to third-party investment advisors alongside retirement-plan consulting services.

Jeri Glazer is a CFP® with six years of experience in the financial services industry, currently advising at IP Financial Advisory Services LLC. Her prior experience includes roles at Ameriprise and several insurance companies. She is also involved in independent insurance brokering, focusing on Medicare Supplement products with multiple providers. IP Financial Advisory Services LLC serves primarily individual retail clients, offering portfolio management, financial planning, consulting, and access to third-party investment managers. The firm emphasizes personalized portfolio construction and discretionary management, utilizing various analytical approaches and maintaining a focus on non-high-net-worth retail investors and retirement plan participants.

Matthew Mc Nabb is a financial advisor with IP Financial Advisory Services LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Innovation Partners LLC, The Vanguard Group, Inc., Park Avenue Securities, and Guardian Life Insurance. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on comprehensive portfolio management, financial planning, and consulting services. The firm employs a range of analytical approaches and offers personalized portfolio construction with discretionary management, catering mainly to non–high-net-worth investors and retirement plan participants.

Malik Pearson is a financial advisor with IP Financial Advisory Services LLC in Charlotte, NC, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with IP Financial Advisory Services since 2019 and also has experience with Innovation Partners LLC and Truth of Touch Apparel. IP Financial Advisory Services primarily serves individual retail clients, focusing on personalized portfolio management and financial planning, with additional consulting services including actuarial analysis and investment banking support. The firm emphasizes tailored strategies for non-high-net-worth investors and retirement plan participants.

Roger Slayton is a ChFC® and Series 63 credentialed financial advisor with 43 years of industry experience. He is currently with IP Financial Advisory Services LLC and Innovation Partners LLC, having previously worked at Securities America Advisors, Inc. and Securities America, Inc. Since 1997, he has owned and operated the Slayton Insurance Agency, which provides various insurance products and services. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm focuses on customized portfolio construction and monitoring, often using discretionary authority, and provides access to third-party investment advisors alongside a range of insurance and risk management services.

Rodney Amicone is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc., Signator Investors, Inc., and Signator Financial Services, Inc. Outside of his advisory work, he serves as a financial and educational retirement instructor for the American Retirement Institute & Adult Financial Education Services and owns a business providing estate planning document software. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm constructs customized portfolios using various analytical approaches and also facilitates client referrals to unaffiliated third-party investment advisors.

Michael Barrows is a financial advisor at IP Financial Advisory Services LLC in Charlotte, NC, with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms, including Kingswood Capital Partners and M Stevens Wealth Advisors. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm uses a variety of analyses to construct customized portfolios and also refers clients to third-party investment advisors while providing a range of advisory and consulting services beyond traditional investment management.

John Polyviou is a financial advisor with IP Financial Advisory Services LLC in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Linden Thomas and Company Securities, LLC since 2019 and was previously with Merrill from 2014 to 2021. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting for non-high-net-worth individuals. The firm uses a combination of discretionary portfolio management and third-party investment advisor referrals to meet client needs.

Earl Hensley is a financial advisor with IP Financial Advisory Services LLC in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Aegis Capital Corp., Investacorp Inc., LPL Financial, and INVEST Financial Corp. He is the founder and co-owner of Asset Protection Network, an insurance agency, and serves as a board member of the Alzheimer's Association in North Carolina. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed accounts, and retirement-plan consulting. The firm emphasizes customized portfolios and supports clients through a combination of investment advisory services and referrals to third-party advisors.

Anthony Hinds Fritz is a CFP® and ChFC® with 16 years of industry experience. He has been with IP Financial Advisory Services LLC since 2019 and also maintains roles at Innovation Partners LLC and as an independent life insurance agent. Fritz serves as a board member of the Financial Planning Association of Central New York and is the committee chair for the ALS Association. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm provides a range of services including discretionary portfolio management and access to third-party investment advisors, with an emphasis on non-high-net-worth individuals.

Mario Brown is a financial advisor at IP Financial Advisory Services LLC with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including VALIC Financial Advisors, Merrill, and New York Life. Outside of his advisory role, Brown serves as a non-commissioned officer in the Army Reserve and teaches business-related courses at Valencia College. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on non-high-net-worth investors and retirement plan participants. The firm offers portfolio management, financial planning, and consulting services, utilizing a range of analytical approaches and discretionary management strategies, including access to third-party managers.