Laurel Wealth Advisors, LLC

Jennifer Jones is a financial advisor at Laurel Wealth Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Laurel Wealth Advisors since 2007. In addition to her advisory role, she is the managing member of Single Shingle, LLC, a real estate holding company. Laurel Wealth Advisors provides investment advice and portfolio management to individuals, charitable organizations, and business entities. The firm customizes strategies based on client goals and risk tolerance, utilizing fundamental analysis and various investment techniques, while integrating financial planning within its asset management services.

Emma Powers is a financial advisor at Laurel Wealth Advisors, LLC in Charlotte, NC, with five years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Ernst and Young, Bank of America Securities, and Morgan Stanley. Laurel Wealth Advisors provides investment advice and portfolio management to individuals, charitable organizations, and business entities, offering both discretionary and non-discretionary asset management alongside financial planning services. The firm customizes strategies based on fundamental analysis to align with client goals, time horizons, and risk tolerance.

Dustin Waide is a CFP® with 23 years of industry experience and has been with Laurel Wealth Advisors, LLC since 2010. He is based in Charlotte, NC. Outside of his advisory role, he is a member of Mortimer Enterprises, a real estate ownership vehicle related to office space leased to Laurel Wealth Advisors. Laurel Wealth Advisors provides investment advice and portfolio management to individuals, charitable organizations, and business entities. The firm uses fundamental analysis to customize portfolios according to client goals and risk tolerance, offering both discretionary and non-discretionary asset management alongside financial planning services.

John Waddill is a financial advisor at Laurel Wealth Advisors, LLC in Charlotte, NC, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Park National Bank and Ridgetop Research LLC. Laurel Wealth Advisors serves individuals, high-net-worth clients, charitable organizations, and business entities with discretionary and non-discretionary asset management and financial planning. The firm manages nearly $1 billion in client assets through a team of seven advisors, tailoring investment programs based on clients’ goals, time horizon, and risk tolerance.

Mark Thompson is a CFA® charterholder with 22 years of industry experience. He has been with Laurel Wealth Advisors, LLC since 2008 and previously worked at Buckhorn Capital Management LLC from 2004 to 2008. Outside of his advisory role, he is a passive investor in technology and healthcare-related companies but does not actively participate in their operations or receive compensation for these investments. Laurel Wealth Advisors provides investment advice and portfolio management to individuals, charitable organizations, and business entities, tailoring strategies through fundamental analysis and various investment techniques to meet client objectives.

Garrison Mc Afee is a financial advisor at Laurel Wealth Advisors, LLC in Charlotte, NC, holding a Series 65 designation with less than one year of industry experience. Prior to joining Laurel Wealth Advisors, his background includes roles at Recreational Equipment, Inc., LPL Financial, and several educational institutions including the University of Florida and Clarence High School. Laurel Wealth Advisors provides investment advice and portfolio management to individuals, charitable organizations, and business entities, tailoring strategies based on client goals and risk tolerance. The firm integrates fundamental analysis and offers both discretionary and non-discretionary asset management alongside financial planning services without a separate charge.

William Sugg IV is a CFP® professional with 25 years of experience, currently serving at Laurel Wealth Advisors, LLC in Charlotte, NC. He has worked at APW Capital, Inc. for 14 years and has been with Laurel Wealth Advisors since 2007. Outside of advisory work, Sugg is involved in several investment ventures focused on real estate and early-stage electric vehicle and battery storage companies. Laurel Wealth Advisors serves individuals, high-net-worth clients, charitable organizations, and business entities, providing discretionary and non-discretionary asset management alongside financial planning. The firm manages nearly $1 billion in client assets with a team of seven advisors, offering customized investment programs based on fundamental analysis and regular portfolio reviews.